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 | $19,491 | $73,515-73.5% | $62,995-69.1% | $147,584-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.56% | 175.43%-159.9pp | 87.57%-72.0pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,519 | $3,320-54.3% | $2,759-45.0% | $4,876-68.9% |
| Participant deferral / active EE | $6,385 | $4,185+52.6% | $3,329+91.8% | $5,439+17.4% |
| Admin fee / account holder | $2,167 | $5,953-63.6% | $3,600-39.8% | $10,885-80.1% |