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 | $56,445 | $114,047-50.5% | $96,139-41.3% | $167,490-66.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.01% | 189.88%-171.9pp | 191.94%-173.9pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,852 | $3,427-16.8% | $2,797+2.0% | $4,837-41.0% |
| Participant deferral / active EE | $4,802 | $5,194-7.5% | $4,349+10.4% | $6,341-24.3% |
| Admin fee / account holder | $800 | $6,897-88.4% | $5,537-85.5% | $12,309-93.5% |