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 6-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 | $73,535 | $96,635-23.9% | $86,612-15.1% | $139,434-47.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.39% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,788 | $3,263+16.1% | $3,022+25.3% | $4,751-20.3% |
| Participant deferral / active EE | $3,321 | $4,836-31.3% | $4,438-25.2% | $6,710-50.5% |
| Admin fee / account holder | $3,333 | $6,408-48.0% | $5,614-40.6% | $11,403-70.8% |