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 5-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 | $56,506 | $96,635-41.5% | $86,612-34.8% | $139,434-59.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.10% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,238 | $3,263+29.9% | $3,022+40.2% | $4,751-10.8% |
| Participant deferral / active EE | $8,376 | $4,836+73.2% | $4,438+88.7% | $6,710+24.8% |
| Admin fee / account holder | $2,059 | $6,408-67.9% | $5,614-63.3% | $11,403-81.9% |