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 | $44,063 | $99,079-55.5% | $77,999-43.5% | $273,961-83.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.33% | 217.93%-211.6pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $8,586 | $3,308+159.6% | $2,470+247.6% | $4,869+76.3% |
| Participant deferral / active EE | $3,307 | $4,306-23.2% | $3,497-5.4% | $5,287-37.5% |
| Admin fee / account holder | $614 | $8,954-93.1% | $5,480-88.8% | $10,132-93.9% |