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 | $73,692 | $96,635-23.7% | $86,612-14.9% | $139,434-47.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.20% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,613 | $3,263-50.6% | $3,022-46.6% | $4,751-66.1% |
| Participant deferral / active EE | $4,762 | $4,836-1.5% | $4,438+7.3% | $6,710-29.0% |
| Admin fee / account holder | $4,024 | $6,408-37.2% | $5,614-28.3% | $11,403-64.7% |