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 | $51,330 | $72,400-29.1% | $67,502-24.0% | $145,922-64.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 7182.46%-7170.8pp | 3512.12%-3500.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,599 | $3,069+82.4% | $2,731+105.0% | $4,660+20.2% |
| Participant deferral / active EE | $7,665 | $4,783+60.3% | $4,000+91.6% | $6,688+14.6% |
| Admin fee / account holder | $5,756 | $5,539+3.9% | $3,998+44.0% | $13,397-57.0% |