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 | $41,266 | $60,124-31.4% | $90,404-54.4% | $79,858-48.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 41.38% | 71.94%-30.6pp | 1293.02%-1251.6pp | 31.71%+9.7pp |
| Employer contribution / active EE | $3,920 | $2,068+89.6% | $3,262+20.2% | $2,471+58.6% |
| Participant deferral / active EE | $6,115 | $2,938+108.1% | $3,963+54.3% | $3,740+63.5% |
| Admin fee / account holder | $2,493 | $3,976-37.3% | $5,611-55.6% | $5,306-53.0% |