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 | $37,243 | $99,079-62.4% | $77,999-52.3% | $273,961-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 19.26% | 217.93%-198.7pp | 425.96%-406.7pp | 41.45%-22.2pp |
| Employer contribution / active EE | $6,049 | $3,308+82.9% | $2,470+144.9% | $4,869+24.2% |
| Participant deferral / active EE | $5,579 | $4,306+29.6% | $3,497+59.5% | $5,287+5.5% |
| Admin fee / account holder | $329 | $8,954-96.3% | $5,480-94.0% | $10,132-96.8% |