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 | $50,373 | $150,187-66.5% | $120,354-58.1% | $145,922-65.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,292 | $4,348-70.3% | $3,463-62.7% | $4,660-72.3% |
| Participant deferral / active EE | $1,494 | $6,173-75.8% | $4,991-70.1% | $6,688-77.7% |
| Admin fee / account holder | $660 | $12,207-94.6% | $9,423-93.0% | $13,397-95.1% |