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 | $72,135 | $110,809-34.9% | $86,874-17.0% | $167,490-56.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 35.21% | 116.98%-81.8pp | 63.52%-28.3pp | 478.56%-443.4pp |
| Employer contribution / active EE | $1,870 | $3,244-42.4% | $2,495-25.1% | $4,837-61.4% |
| Participant deferral / active EE | $1,473 | $4,546-67.6% | $3,699-60.2% | $6,341-76.8% |
| Admin fee / account holder | $607 | $8,415-92.8% | $5,828-89.6% | $12,309-95.1% |