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 | $35,466 | $106,890-66.8% | $84,015-57.8% | $152,861-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.04% | 104.99%-87.9pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,787 | $2,734+111.6% | $1,983+191.8% | $4,762+21.5% |
| Participant deferral / active EE | $4,545 | $4,011+13.3% | $3,239+40.4% | $5,850-22.3% |
| Admin fee / account holder | $447 | $8,285-94.6% | $6,101-92.7% | $11,596-96.1% |