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 | $61,469 | $105,998-42.0% | $92,233-33.4% | $147,584-58.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.57% | 50.05%-23.5pp | 176.28%-149.7pp | 578.55%-552.0pp |
| Employer contribution / active EE | $2,275 | $4,333-47.5% | $3,679-38.2% | $4,876-53.4% |
| Participant deferral / active EE | $12,584 | $4,478+181.0% | $3,897+222.9% | $5,439+131.4% |
| Admin fee / account holder | $4,093 | $6,332-35.4% | $5,194-21.2% | $10,885-62.4% |