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 | $48,634 | $102,966-52.8% | $90,281-46.1% | $152,861-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.83% | 95.16%-57.3pp | 78.10%-40.3pp | 345.32%-307.5pp |
| Employer contribution / active EE | $4,215 | $3,139+34.3% | $2,854+47.7% | $4,762-11.5% |
| Participant deferral / active EE | $6,593 | $4,281+54.0% | $3,885+69.7% | $5,850+12.7% |
| Admin fee / account holder | $11,116 | $6,171+80.1% | $5,351+107.7% | $11,596-4.1% |