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 | $36,804 | $107,334-65.7% | $92,893-60.4% | $152,861-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.86% | 145.58%-118.7pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $5,071 | $4,221+20.1% | $3,653+38.8% | $4,762+6.5% |
| Participant deferral / active EE | $3,400 | $4,845-29.8% | $4,236-19.7% | $5,850-41.9% |
| Admin fee / account holder | $1,535 | $7,079-78.3% | $5,794-73.5% | $11,596-86.8% |