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 | $46,932 | $106,890-56.1% | $84,015-44.1% | $152,861-69.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.27% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,537 | $2,734-43.8% | $1,983-22.5% | $4,762-67.7% |
| Participant deferral / active EE | $3,391 | $4,011-15.5% | $3,239+4.7% | $5,850-42.0% |
| Admin fee / account holder | $1,916 | $8,285-76.9% | $6,101-68.6% | $11,596-83.5% |