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 | $50,533 | $96,635-47.7% | $86,612-41.7% | $139,434-63.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.06% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,070 | $3,263-36.6% | $3,022-31.5% | $4,751-56.4% |
| Participant deferral / active EE | $2,471 | $4,836-48.9% | $4,438-44.3% | $6,710-63.2% |
| Admin fee / account holder | $2,643 | $6,408-58.8% | $5,614-52.9% | $11,403-76.8% |