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 | $44,459 | $106,890-58.4% | $84,015-47.1% | $152,861-70.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.62% | 104.99%-85.4pp | 71.31%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $5,295 | $2,734+93.6% | $1,983+166.9% | $4,762+11.2% |
| Participant deferral / active EE | $2,431 | $4,011-39.4% | $3,239-24.9% | $5,850-58.4% |
| Admin fee / account holder | $470 | $8,285-94.3% | $6,101-92.3% | $11,596-95.9% |