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 | $47,573 | $102,382-53.5% | $147,005-67.6% | $80,874-41.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.30% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,658 | $3,715-1.5% | $4,934-25.9% | $2,756+32.8% |
| Participant deferral / active EE | $4,846 | $6,646-27.1% | $8,070-39.9% | $4,297+12.8% |
| Admin fee / account holder | $349 | $7,942-95.6% | $13,006-97.3% | $6,935-95.0% |