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 | $28,176 | $104,907-73.1% | $84,611-66.7% | $152,861-81.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.54% | 373.79%-360.2pp | 258.74%-245.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $4,865 | $3,302+47.4% | $2,652+83.4% | $4,762+2.2% |
| Participant deferral / active EE | $7,887 | $4,688+68.2% | $3,899+102.3% | $5,850+34.8% |
| Admin fee / account holder | $14,640 | $6,241+134.6% | $4,912+198.0% | $11,596+26.2% |