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 | $34,145 | $110,502-69.1% | $80,716-57.7% | $167,490-79.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.01% | 120.54%-109.5pp | 87.28%-76.3pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,645 | $1,543+6.6% | $1,160+41.8% | $4,837-66.0% |
| Participant deferral / active EE | $3,277 | $2,871+14.2% | $2,146+52.7% | $6,341-48.3% |
| Admin fee / account holder | $2,993 | $4,545-34.1% | $3,380-11.4% | $12,309-75.7% |