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 | $30,921 | $175,202-82.4% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.93% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,206 | $5,474-59.7% | $4,818-54.2% | $4,751-53.6% |
| Participant deferral / active EE | $4,948 | $6,519-24.1% | $5,680-12.9% | $6,710-26.3% |
| Admin fee / account holder | $319 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |