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 | $135,123 | $226,064-40.2% | $182,532-26.0% | $152,861-11.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.42% | 192.51%-177.1pp | 148.54%-133.1pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,051 | $4,978-78.9% | $4,076-74.2% | $4,762-77.9% |
| Participant deferral / active EE | $3,502 | $6,368-45.0% | $5,524-36.6% | $5,850-40.1% |
| Admin fee / account holder | $61,584 | $10,703+475.4% | $8,592+616.8% | $11,596+431.1% |