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 | $50,318 | $102,966-51.1% | $90,281-44.3% | $152,861-67.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.12% | 95.16%-80.0pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,849 | $3,139+54.5% | $2,854+69.9% | $4,762+1.8% |
| Participant deferral / active EE | $4,283 | $4,2810% | $3,885+10.2% | $5,850-26.8% |
| Admin fee / account holder | $696 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |