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 | $59,525 | $102,317-41.8% | $146,958-59.5% | $80,856-26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.25% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,832 | $3,713+3.2% | $4,933-22.3% | $2,755+39.1% |
| Participant deferral / active EE | $6,748 | $6,644+1.6% | $8,070-16.4% | $4,296+57.1% |
| Admin fee / account holder | $1,604 | $7,941-79.8% | $12,998-87.7% | $6,918-76.8% |