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 | $53,159 | $110,809-52.0% | $86,874-38.8% | $167,490-68.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.01% | 116.98%-105.0pp | 63.52%-51.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,827 | $3,244-43.7% | $2,495-26.8% | $4,837-62.2% |
| Participant deferral / active EE | $5,747 | $4,546+26.4% | $3,699+55.4% | $6,341-9.4% |
| Admin fee / account holder | $1,290 | $8,415-84.7% | $5,828-77.9% | $12,309-89.5% |