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 | $50,034 | $102,604-51.2% | $86,188-41.9% | $139,434-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.54% | 1922.51%-1907.0pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,155 | $3,032+37.0% | $2,380+74.6% | $4,751-12.5% |
| Participant deferral / active EE | $3,522 | $4,676-24.7% | $3,985-11.6% | $6,710-47.5% |
| Admin fee / account holder | $5,723 | $8,657-33.9% | $6,852-16.5% | $11,403-49.8% |