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 | $32,927 | $63,346-48.0% | $92,233-64.3% | $70,131-53.0% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 23.62% | 530.12%-506.5pp | 176.28%-152.7pp | 73.14%-49.5pp |
| Employer contribution / active EE | $11,424 | $2,471+362.3% | $3,679+210.5% | $2,342+387.7% |
| Participant deferral / active EE | $2,288 | $2,854-19.8% | $3,897-41.3% | $3,332-31.3% |
| Admin fee / account holder | $12,936 | $3,840+236.8% | $5,194+149.1% | $4,645+178.5% |