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 | $43,364 | $68,346-36.6% | $94,646-54.2% | $75,163-42.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 28.05% | 616.93%-588.9pp | 156.71%-128.7pp | 160.62%-132.6pp |
| Employer contribution / active EE | $4,557 | $2,701+68.7% | $3,672+24.1% | $2,670+70.7% |
| Participant deferral / active EE | $13,515 | $6,537+106.7% | $7,418+82.2% | $4,125+227.6% |
| Admin fee / account holder | $1,066 | $5,326-80.0% | $7,231-85.3% | $5,651-81.1% |