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 | $60,085 | $52,353+14.8% | $120,225-50.0% | $82,448-27.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 18.53% | 61.85%-43.3pp | 439.23%-420.7pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,634 | $1,510+140.6% | $3,475+4.6% | $2,551+42.4% |
| Participant deferral / active EE | $4,053 | $2,627+54.3% | $3,999+1.4% | $4,139-2.1% |
| Admin fee / account holder | $585 | $4,363-86.6% | $5,696-89.7% | $7,234-91.9% |