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 | $33,508 | $105,998-68.4% | $92,233-63.7% | $147,584-77.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.27% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $13,384 | $4,333+208.9% | $3,679+263.8% | $4,876+174.5% |
| Participant deferral / active EE | $2,646 | $4,478-40.9% | $3,897-32.1% | $5,439-51.4% |
| Admin fee / account holder | $1,276 | $6,332-79.8% | $5,194-75.4% | $10,885-88.3% |