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 | $49,934 | $58,208-14.2% | $81,812-39.0% | $80,856-38.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.16% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,659 | $2,340+99.1% | $2,912+60.0% | $2,755+69.1% |
| Participant deferral / active EE | $3,429 | $3,281+4.5% | $4,319-20.6% | $4,296-20.2% |
| Admin fee / account holder | $4,644 | $4,981-6.8% | $7,386-37.1% | $6,918-32.9% |