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 | $51,382 | $106,890-51.9% | $84,015-38.8% | $152,861-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.11% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $8,367 | $2,734+206.0% | $1,983+321.9% | $4,762+75.7% |
| Participant deferral / active EE | $10,892 | $4,011+171.5% | $3,239+236.3% | $5,850+86.2% |
| Admin fee / account holder | $2,992 | $8,285-63.9% | $6,101-51.0% | $11,596-74.2% |