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 | $45,306 | $50,082-9.5% | $93,406-51.5% | $79,858-43.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 11.53% | 24.59%-13.1pp | 78.05%-66.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,913 | $1,303+430.5% | $2,075+233.2% | $2,471+179.8% |
| Participant deferral / active EE | $4,389 | $2,212+98.4% | $3,126+40.4% | $3,740+17.3% |
| Admin fee / account holder | $1,895 | $3,454-45.1% | $5,230-63.8% | $5,306-64.3% |