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 | $36,265 | $68,346-46.9% | $94,646-61.7% | $75,163-51.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 21.05% | 616.93%-595.9pp | 156.71%-135.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $7,363 | $2,701+172.6% | $3,672+100.5% | $2,670+175.8% |
| Participant deferral / active EE | $5,106 | $6,537-21.9% | $7,418-31.2% | $4,125+23.8% |
| Admin fee / account holder | $1,767 | $5,326-66.8% | $7,231-75.6% | $5,651-68.7% |