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 | $57,892 | $98,750-41.4% | $149,696-61.3% | $79,858-27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 59.97% | 27.43%+32.5pp | 276.60%-216.6pp | 31.71%+28.3pp |
| Employer contribution / active EE | $2,388 | $3,216-25.8% | $4,644-48.6% | $2,471-3.4% |
| Participant deferral / active EE | $3,152 | $5,680-44.5% | $6,842-53.9% | $3,740-15.7% |
| Admin fee / account holder | $6,172 | $6,053+2.0% | $9,309-33.7% | $5,306+16.3% |