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 | $49,884 | $84,696-41.1% | $75,696-34.1% | $167,490-70.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 199.36%-182.2pp | 104.53%-87.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $9,096 | $3,230+181.6% | $2,743+231.6% | $4,837+88.0% |
| Participant deferral / active EE | $14,139 | $4,580+208.7% | $3,821+270.0% | $6,341+123.0% |
| Admin fee / account holder | $14,591 | $5,355+172.5% | $3,619+303.2% | $12,309+18.5% |