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 | $47,544 | $106,890-55.5% | $84,015-43.4% | $152,861-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.63% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,430 | $2,734-11.1% | $1,983+22.5% | $4,762-49.0% |
| Participant deferral / active EE | $4,127 | $4,011+2.9% | $3,239+27.4% | $5,850-29.5% |
| Admin fee / account holder | $1,227 | $8,285-85.2% | $6,101-79.9% | $11,596-89.4% |