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 | $25,723 | $105,998-75.7% | $92,233-72.1% | $147,584-82.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.56% | 50.05%-28.5pp | 176.28%-154.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $9,060 | $4,333+109.1% | $3,679+146.2% | $4,876+85.8% |
| Participant deferral / active EE | $4,501 | $4,478+0.5% | $3,897+15.5% | $5,439-17.2% |
| Admin fee / account holder | $1,456 | $6,332-77.0% | $5,194-72.0% | $10,885-86.6% |