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 | $45,655 | $58,927-22.5% | $76,817-40.6% | $72,985-37.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.15% | 2305.64%-2288.5pp | 1166.11%-1149.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,750 | $1,787+53.9% | $2,302+19.5% | $2,440+12.7% |
| Participant deferral / active EE | $1,997 | $2,690-25.8% | $3,336-40.1% | $3,607-44.6% |
| Admin fee / account holder | $9,171 | $4,013+128.5% | $6,420+42.8% | $5,124+79.0% |