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 | $46,991 | $58,234-19.3% | $81,783-42.5% | $80,874-41.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 18.69% | 41.70%-23.0pp | 775.05%-756.4pp | 35.62%-16.9pp |
| Employer contribution / active EE | $3,498 | $2,341+49.4% | $2,913+20.1% | $2,756+26.9% |
| Participant deferral / active EE | $6,254 | $3,283+90.5% | $4,320+44.8% | $4,297+45.6% |
| Admin fee / account holder | $3,645 | $4,982-26.8% | $7,380-50.6% | $6,935-47.4% |