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 | $48,935 | $63,346-22.7% | $92,233-46.9% | $70,131-30.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 14.81% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $6,291 | $2,471+154.6% | $3,679+71.0% | $2,342+168.6% |
| Participant deferral / active EE | $4,694 | $2,854+64.5% | $3,897+20.5% | $3,332+40.9% |
| Admin fee / account holder | $12,061 | $3,840+214.1% | $5,194+132.2% | $4,645+159.6% |