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 | $43,225 | $60,124-28.1% | $90,404-52.2% | $79,858-45.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.93% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,504 | $2,068+69.5% | $3,262+7.4% | $2,471+41.8% |
| Participant deferral / active EE | $1,920 | $2,938-34.7% | $3,963-51.6% | $3,740-48.7% |
| Admin fee / account holder | $2,945 | $3,976-25.9% | $5,611-47.5% | $5,306-44.5% |