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 | $42,620 | $74,888-43.1% | $71,209-40.1% | $142,382-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.05% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,333 | $2,854+156.9% | $2,721+169.5% | $4,299+70.6% |
| Participant deferral / active EE | $8,272 | $4,454+85.7% | $4,175+98.1% | $6,507+27.1% |
| Admin fee / account holder | $15,395 | $5,568+176.5% | $5,349+187.8% | $12,624+22.0% |