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 | $36,352 | $99,079-63.3% | $77,999-53.4% | $273,961-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.69% | 217.93%-208.2pp | 425.96%-416.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,604 | $3,308+9.0% | $2,470+45.9% | $4,869-26.0% |
| Participant deferral / active EE | $10,644 | $4,306+147.2% | $3,497+204.4% | $5,287+101.3% |
| Admin fee / account holder | $1,420 | $8,954-84.1% | $5,480-74.1% | $10,132-86.0% |