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 | $60,797 | $91,190-33.3% | $178,490-65.9% | $79,858-23.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.35% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $8,191 | $3,256+151.6% | $5,011+63.5% | $2,471+231.5% |
| Participant deferral / active EE | $5,270 | $3,236+62.8% | $5,202+1.3% | $3,740+40.9% |
| Admin fee / account holder | $1,172 | $6,751-82.6% | $13,984-91.6% | $5,306-77.9% |