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 | $70,006 | $106,890-34.5% | $84,015-16.7% | $152,861-54.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.47% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,634 | $2,734-3.7% | $1,983+32.8% | $4,762-44.7% |
| Participant deferral / active EE | $9,297 | $4,011+131.8% | $3,239+187.1% | $5,850+58.9% |
| Admin fee / account holder | $487 | $8,285-94.1% | $6,101-92.0% | $11,596-95.8% |