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 | $43,244 | $48,795-11.4% | $65,493-34.0% | $84,808-49.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 29.21% | 20.20%+9.0pp | 982.45%-953.2pp | 40.90%-11.7pp |
| Employer contribution / active EE | $5,512 | $1,930+185.6% | $2,574+114.1% | $2,631+109.5% |
| Participant deferral / active EE | $4,342 | $2,928+48.3% | $3,961+9.6% | $4,212+3.1% |
| Admin fee / account holder | $2,359 | $3,877-39.2% | $5,028-53.1% | $7,344-67.9% |