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 | $52,633 | $159,901-67.1% | $146,958-64.2% | $145,922-63.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 55.49% | 98.13%-42.6pp | 418.34%-362.9pp | 561.29%-505.8pp |
| Employer contribution / active EE | $2,534 | $5,286-52.1% | $4,933-48.6% | $4,660-45.6% |
| Participant deferral / active EE | $8,235 | $8,428-2.3% | $8,070+2.0% | $6,688+23.1% |
| Admin fee / account holder | $9,383 | $15,044-37.6% | $12,998-27.8% | $13,397-30.0% |