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 | $55,528 | $118,680-53.2% | $98,907-43.9% | $158,922-65.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 48.78% | 372.35%-323.6pp | 196.43%-147.7pp | 302.83%-254.0pp |
| Employer contribution / active EE | $1,111 | $3,333-66.7% | $2,689-58.7% | $4,761-76.7% |
| Participant deferral / active EE | $1,855 | $5,088-63.5% | $4,244-56.3% | $5,982-69.0% |
| Admin fee / account holder | $6,604 | $10,131-34.8% | $6,642-0.6% | $11,246-41.3% |