See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,649 | $102,317-30.0% | $146,958-51.2% | $80,856-11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.07% | 134.76%-108.7pp | 418.34%-392.3pp | 35.59%-9.5pp |
| Employer contribution / active EE | $10,063 | $3,713+171.0% | $4,933+104.0% | $2,755+265.3% |
| Participant deferral / active EE | $4,605 | $6,644-30.7% | $8,070-42.9% | $4,296+7.2% |
| Admin fee / account holder | $26,081 | $7,941+228.4% | $12,998+100.6% | $6,918+277.0% |