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 | $53,779 | $104,907-48.7% | $84,611-36.4% | $152,861-64.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.96% | 373.79%-354.8pp | 258.74%-239.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $8,052 | $3,302+143.9% | $2,652+203.6% | $4,762+69.1% |
| Participant deferral / active EE | $4,975 | $4,688+6.1% | $3,899+27.6% | $5,850-15.0% |
| Admin fee / account holder | $5,449 | $6,241-12.7% | $4,912+10.9% | $11,596-53.0% |