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 | $56,327 | $138,065-59.2% | $123,544-54.4% | $135,375-58.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 18.37% | 153.68%-135.3pp | 119.20%-100.8pp | 519.73%-501.4pp |
| Employer contribution / active EE | $4,821 | $5,151-6.4% | $4,628+4.2% | $4,779+0.9% |
| Participant deferral / active EE | $9,704 | $6,799+42.7% | $6,426+51.0% | $5,609+73.0% |
| Admin fee / account holder | $4,772 | $10,916-56.3% | $9,284-48.6% | $10,827-55.9% |