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 | $37,306 | $63,346-41.1% | $92,233-59.6% | $70,131-46.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.24% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $6,645 | $2,471+168.9% | $3,679+80.6% | $2,342+183.7% |
| Participant deferral / active EE | $4,735 | $2,854+65.9% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $720 | $3,840-81.3% | $5,194-86.1% | $4,645-84.5% |