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 | $37,212 | $108,642-65.7% | $74,701-50.2% | $152,861-75.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.52% | 114.06%-97.5pp | 752.92%-736.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,168 | $1,503-22.3% | $1,084+7.8% | $4,762-75.5% |
| Participant deferral / active EE | $4,054 | $2,712+49.5% | $1,964+106.4% | $5,850-30.7% |
| Admin fee / account holder | $302 | $4,902-93.8% | $3,333-90.9% | $11,596-97.4% |