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 | $59,965 | $96,635-37.9% | $86,612-30.8% | $139,434-57.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.98% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,430 | $3,263-56.2% | $3,022-52.7% | $4,751-69.9% |
| Participant deferral / active EE | $3,364 | $4,836-30.4% | $4,438-24.2% | $6,710-49.9% |
| Admin fee / account holder | $440 | $6,408-93.1% | $5,614-92.2% | $11,403-96.1% |