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 | $36,351 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.97% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $6,468 | $4,175+54.9% | $3,660+76.7% | $4,761+35.8% |
| Participant deferral / active EE | $6,594 | $4,957+33.0% | $4,370+50.9% | $5,982+10.2% |
| Admin fee / account holder | $4,113 | $7,245-43.2% | $5,945-30.8% | $11,246-63.4% |