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 | $29,586 | $73,515-59.8% | $62,995-53.0% | $147,584-80.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.86% | 175.43%-158.6pp | 87.57%-70.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,460 | $3,320+4.2% | $2,759+25.4% | $4,876-29.1% |
| Participant deferral / active EE | $4,590 | $4,185+9.7% | $3,329+37.9% | $5,439-15.6% |
| Admin fee / account holder | $3,779 | $5,953-36.5% | $3,600+5.0% | $10,885-65.3% |