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 | $61,789 | $110,809-44.2% | $86,874-28.9% | $167,490-63.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.92% | 116.98%-101.1pp | 63.52%-47.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,801 | $3,244-44.5% | $2,495-27.8% | $4,837-62.8% |
| Participant deferral / active EE | $2,779 | $4,546-38.9% | $3,699-24.9% | $6,341-56.2% |
| Admin fee / account holder | $2,815 | $8,415-66.6% | $5,828-51.7% | $12,309-77.1% |