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 | $63,569 | $96,635-34.2% | $86,612-26.6% | $139,434-54.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.06% | 106.41%-94.4pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,867 | $3,263-12.1% | $3,022-5.1% | $4,751-39.7% |
| Participant deferral / active EE | $10,920 | $4,836+125.8% | $4,438+146.1% | $6,710+62.7% |
| Admin fee / account holder | $316 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |