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 | $25,966 | $74,888-65.3% | $71,209-63.5% | $142,382-81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.18% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,692 | $2,854+64.4% | $2,721+72.4% | $4,299+9.1% |
| Participant deferral / active EE | $5,285 | $4,454+18.6% | $4,175+26.6% | $6,507-18.8% |
| Admin fee / account holder | $2,803 | $5,568-49.7% | $5,349-47.6% | $12,624-77.8% |