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 | $34,493 | $104,907-67.1% | $84,611-59.2% | $152,861-77.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.39% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $12,309 | $3,302+272.8% | $2,652+364.1% | $4,762+158.5% |
| Participant deferral / active EE | $4,115 | $4,688-12.2% | $3,899+5.6% | $5,850-29.7% |
| Admin fee / account holder | $1,916 | $6,241-69.3% | $4,912-61.0% | $11,596-83.5% |