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 | $50,866 | $104,907-51.5% | $84,611-39.9% | $152,861-66.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.85% | 373.79%-351.9pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $10,904 | $3,302+230.3% | $2,652+311.1% | $4,762+129.0% |
| Participant deferral / active EE | $3,554 | $4,688-24.2% | $3,899-8.9% | $5,850-39.3% |
| Admin fee / account holder | $2,241 | $6,241-64.1% | $4,912-54.4% | $11,596-80.7% |