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 | $67,636 | $73,515-8.0% | $62,995+7.4% | $147,584-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.40% | 175.43%-164.0pp | 87.57%-76.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,600 | $3,320-21.7% | $2,759-5.8% | $4,876-46.7% |
| Participant deferral / active EE | $1,300 | $4,185-68.9% | $3,329-61.0% | $5,439-76.1% |
| Admin fee / account holder | $5,000 | $5,953-16.0% | $3,600+38.9% | $10,885-54.1% |