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 | $53,265 | $73,515-27.5% | $62,995-15.4% | $147,584-63.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.92% | 175.43%-158.5pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,215 | $3,320-3.2% | $2,759+16.5% | $4,876-34.1% |
| Participant deferral / active EE | $3,411 | $4,185-18.5% | $3,329+2.5% | $5,439-37.3% |
| Admin fee / account holder | $1,939 | $5,953-67.4% | $3,600-46.1% | $10,885-82.2% |