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 | $45,749 | $84,696-46.0% | $75,696-39.6% | $167,490-72.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.06% | 199.36%-187.3pp | 104.53%-92.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,886 | $3,230+51.3% | $2,743+78.1% | $4,837+1.0% |
| Participant deferral / active EE | $8,035 | $4,580+75.5% | $3,821+110.3% | $6,341+26.7% |
| Admin fee / account holder | $4,235 | $5,355-20.9% | $3,619+17.0% | $12,309-65.6% |