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 | $49,197 | $198,466-75.2% | $170,442-71.1% | $147,584-66.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 160.55% | 257.29%-96.7pp | 205.93%-45.4pp | 578.55%-418.0pp |
| Employer contribution / active EE | $1,502 | $6,184-75.7% | $5,433-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $10,811 | $5,629+92.0% | $4,939+118.9% | $5,439+98.8% |
| Admin fee / account holder | $37,732 | $16,852+123.9% | $13,880+171.8% | $10,885+246.6% |