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 | $16,402 | $102,966-84.1% | $90,281-81.8% | $152,861-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.46% | 95.16%-67.7pp | 78.10%-50.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $3,447 | $3,139+9.8% | $2,854+20.8% | $4,762-27.6% |
| Participant deferral / active EE | $6,285 | $4,281+46.8% | $3,885+61.7% | $5,850+7.4% |
| Admin fee / account holder | $421 | $6,171-93.2% | $5,351-92.1% | $11,596-96.4% |