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 | $53,995 | $105,998-49.1% | $92,233-41.5% | $147,584-63.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.73% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,343 | $4,333-69.0% | $3,679-63.5% | $4,876-72.5% |
| Participant deferral / active EE | $2,128 | $4,478-52.5% | $3,897-45.4% | $5,439-60.9% |
| Admin fee / account holder | $480 | $6,332-92.4% | $5,194-90.8% | $10,885-95.6% |