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 | $55,987 | $96,635-42.1% | $86,612-35.4% | $139,434-59.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.11% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,089 | $3,263-36.0% | $3,022-30.9% | $4,751-56.0% |
| Participant deferral / active EE | $5,663 | $4,836+17.1% | $4,438+27.6% | $6,710-15.6% |
| Admin fee / account holder | $2,700 | $6,408-57.9% | $5,614-51.9% | $11,403-76.3% |