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 | $50,771 | $114,047-55.5% | $96,139-47.2% | $167,490-69.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.55% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,805 | $3,427-47.3% | $2,797-35.5% | $4,837-62.7% |
| Participant deferral / active EE | $3,435 | $5,194-33.9% | $4,349-21.0% | $6,341-45.8% |
| Admin fee / account holder | $509 | $6,897-92.6% | $5,537-90.8% | $12,309-95.9% |