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 3-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 | $35,855 | $74,888-52.1% | $71,209-49.6% | $142,382-74.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.57% | 345.14%-318.6pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $13,802 | $2,854+383.6% | $2,721+407.3% | $4,299+221.1% |
| Participant deferral / active EE | $11,505 | $4,454+158.3% | $4,175+175.5% | $6,507+76.8% |
| Admin fee / account holder | $2,601 | $5,568-53.3% | $5,349-51.4% | $12,624-79.4% |