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 | $34,082 | $102,966-66.9% | $90,281-62.2% | $152,861-77.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.00% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,585 | $3,139+46.1% | $2,854+60.6% | $4,762-3.7% |
| Participant deferral / active EE | $4,272 | $4,281-0.2% | $3,885+10.0% | $5,850-27.0% |
| Admin fee / account holder | $1,635 | $6,171-73.5% | $5,351-69.4% | $11,596-85.9% |