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 | $59,035 | $104,907-43.7% | $84,611-30.2% | $152,861-61.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.33% | 373.79%-351.5pp | 258.74%-236.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,264 | $3,302-31.4% | $2,652-14.6% | $4,762-52.5% |
| Participant deferral / active EE | $4,291 | $4,688-8.5% | $3,899+10.1% | $5,850-26.7% |
| Admin fee / account holder | $4,874 | $6,241-21.9% | $4,912-0.8% | $11,596-58.0% |