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 | $54,965 | $104,907-47.6% | $84,611-35.0% | $152,861-64.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.57% | 373.79%-350.2pp | 258.74%-235.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,863 | $3,302+17.0% | $2,652+45.7% | $4,762-18.9% |
| Participant deferral / active EE | $10,390 | $4,688+121.6% | $3,899+166.5% | $5,850+77.6% |
| Admin fee / account holder | $6,591 | $6,241+5.6% | $4,912+34.2% | $11,596-43.2% |