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 | $53,250 | $118,680-55.1% | $98,907-46.2% | $158,922-66.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 42.33% | 372.35%-330.0pp | 196.43%-154.1pp | 302.83%-260.5pp |
| Employer contribution / active EE | $2,694 | $3,333-19.2% | $2,689+0.2% | $4,761-43.4% |
| Participant deferral / active EE | $5,827 | $5,088+14.5% | $4,244+37.3% | $5,982-2.6% |
| Admin fee / account holder | $338 | $10,131-96.7% | $6,642-94.9% | $11,246-97.0% |