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 7-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 | $36,113 | $81,625-55.8% | $58,482-38.2% | $139,434-74.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.10% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,319 | $1,398+208.9% | $1,053+310.0% | $4,751-9.1% |
| Participant deferral / active EE | $6,949 | $2,557+171.8% | $1,924+261.2% | $6,710+3.6% |
| Admin fee / account holder | $2,283 | $3,265-30.1% | $2,516-9.3% | $11,403-80.0% |