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 | $52,067 | $108,642-52.1% | $74,701-30.3% | $152,861-65.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.78% | 114.06%-89.3pp | 752.92%-728.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,023 | $1,503+34.6% | $1,084+86.7% | $4,762-57.5% |
| Participant deferral / active EE | $9,550 | $2,712+252.1% | $1,964+386.4% | $5,850+63.2% |
| Admin fee / account holder | $22,104 | $4,902+350.9% | $3,333+563.2% | $11,596+90.6% |