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 | $62,957 | $106,890-41.1% | $84,015-25.1% | $152,861-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.17% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,182 | $2,734-20.2% | $1,983+10.0% | $4,762-54.2% |
| Participant deferral / active EE | $5,422 | $4,011+35.2% | $3,239+67.4% | $5,850-7.3% |
| Admin fee / account holder | $2,239 | $8,285-73.0% | $6,101-63.3% | $11,596-80.7% |