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 | $60,082 | $96,635-37.8% | $86,612-30.6% | $139,434-56.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.02% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,219 | $3,263-1.4% | $3,022+6.5% | $4,751-32.2% |
| Participant deferral / active EE | $10,762 | $4,836+122.5% | $4,438+142.5% | $6,710+60.4% |
| Admin fee / account holder | $3,878 | $6,408-39.5% | $5,614-30.9% | $11,403-66.0% |