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 | $51,148 | $110,809-53.8% | $86,874-41.1% | $167,490-69.5% |
| Participation rate | 91.3% | 75.8%+15.5pp | 71.6%+19.7pp | 82.1%+9.2pp |
| Annual return | 12.75% | 116.98%-104.2pp | 63.52%-50.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,342 | $3,244-58.6% | $2,495-46.2% | $4,837-72.3% |
| Participant deferral / active EE | $2,808 | $4,546-38.2% | $3,699-24.1% | $6,341-55.7% |
| Admin fee / account holder | $1,795 | $8,415-78.7% | $5,828-69.2% | $12,309-85.4% |