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 | $42,108 | $96,635-56.4% | $86,612-51.4% | $139,434-69.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.77% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,954 | $3,263-9.5% | $3,022-2.3% | $4,751-37.8% |
| Participant deferral / active EE | $8,631 | $4,836+78.5% | $4,438+94.5% | $6,710+28.6% |
| Admin fee / account holder | $8,290 | $6,408+29.4% | $5,614+47.7% | $11,403-27.3% |