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 | $43,601 | $105,998-58.9% | $92,233-52.7% | $147,584-70.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.10% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,105 | $4,333-51.4% | $3,679-42.8% | $4,876-56.8% |
| Participant deferral / active EE | $3,024 | $4,478-32.5% | $3,897-22.4% | $5,439-44.4% |
| Admin fee / account holder | $1,200 | $6,332-81.1% | $5,194-76.9% | $10,885-89.0% |