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 | $46,875 | $102,966-54.5% | $90,281-48.1% | $152,861-69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.25% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,390 | $3,139+8.0% | $2,854+18.7% | $4,762-28.8% |
| Participant deferral / active EE | $5,262 | $4,281+22.9% | $3,885+35.4% | $5,850-10.0% |
| Admin fee / account holder | $15,173 | $6,171+145.9% | $5,351+183.5% | $11,596+30.8% |