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 | $56,981 | $129,217-55.9% | $93,406-39.0% | $158,922-64.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 19.04% | 118.21%-99.2pp | 78.05%-59.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $6,962 | $2,711+156.8% | $2,075+235.5% | $4,761+46.2% |
| Participant deferral / active EE | $5,434 | $3,909+39.0% | $3,126+73.8% | $5,982-9.2% |
| Admin fee / account holder | $3,642 | $7,383-50.7% | $5,230-30.4% | $11,246-67.6% |