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 | $60,630 | $90,348-32.9% | $75,972-20.2% | $145,922-58.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.54% | 620.88%-604.3pp | 359.55%-343.0pp | 561.29%-544.7pp |
| Employer contribution / active EE | $13,607 | $3,311+311.0% | $2,685+406.8% | $4,660+192.0% |
| Participant deferral / active EE | $13,659 | $5,162+164.6% | $4,255+221.0% | $6,688+104.2% |
| Admin fee / account holder | $7,174 | $8,467-15.3% | $6,467+10.9% | $13,397-46.4% |