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 | $59,996 | $107,334-44.1% | $92,893-35.4% | $152,861-60.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.52% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $13,951 | $4,221+230.5% | $3,653+281.9% | $4,762+192.9% |
| Participant deferral / active EE | $2,778 | $4,845-42.7% | $4,236-34.4% | $5,850-52.5% |
| Admin fee / account holder | $430 | $7,079-93.9% | $5,794-92.6% | $11,596-96.3% |