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 | $44,688 | $114,047-60.8% | $96,139-53.5% | $167,490-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.02% | 189.88%-172.9pp | 191.94%-174.9pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,068 | $3,427-39.7% | $2,797-26.1% | $4,837-57.3% |
| Participant deferral / active EE | $8,496 | $5,194+63.6% | $4,349+95.4% | $6,341+34.0% |
| Admin fee / account holder | $1,381 | $6,897-80.0% | $5,537-75.1% | $12,309-88.8% |