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 | $46,883 | $102,317-54.2% | $146,958-68.1% | $80,856-42.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.04% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,043 | $3,713+8.9% | $4,933-18.0% | $2,755+46.7% |
| Participant deferral / active EE | $4,582 | $6,644-31.0% | $8,070-43.2% | $4,296+6.7% |
| Admin fee / account holder | $401 | $7,941-95.0% | $12,998-96.9% | $6,918-94.2% |