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 | $64,663 | $110,502-41.5% | $80,716-19.9% | $167,490-61.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.65% | 120.54%-105.9pp | 87.28%-72.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,362 | $1,543+117.9% | $1,160+189.8% | $4,837-30.5% |
| Participant deferral / active EE | $8,099 | $2,871+182.1% | $2,146+277.4% | $6,341+27.7% |
| Admin fee / account holder | $3,036 | $4,545-33.2% | $3,380-10.2% | $12,309-75.3% |