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 | $29,373 | $104,907-72.0% | $84,611-65.3% | $152,861-80.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.70% | 373.79%-358.1pp | 258.74%-243.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $7,040 | $3,302+113.2% | $2,652+165.4% | $4,762+47.8% |
| Participant deferral / active EE | $2,085 | $4,688-55.5% | $3,899-46.5% | $5,850-64.4% |
| Admin fee / account holder | $553 | $6,241-91.1% | $4,912-88.7% | $11,596-95.2% |