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 | $56,733 | $58,208-2.5% | $81,812-30.7% | $80,856-29.8% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 10.84% | 41.66%-30.8pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,325 | $2,340+84.8% | $2,912+48.5% | $2,755+57.0% |
| Participant deferral / active EE | $3,852 | $3,281+17.4% | $4,319-10.8% | $4,296-10.3% |
| Admin fee / account holder | $9,074 | $4,981+82.2% | $7,386+22.8% | $6,918+31.2% |