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 | $55,226 | $102,966-46.4% | $90,281-38.8% | $152,861-63.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.40% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,562 | $3,139+13.5% | $2,854+24.8% | $4,762-25.2% |
| Participant deferral / active EE | $6,139 | $4,281+43.4% | $3,885+58.0% | $5,850+4.9% |
| Admin fee / account holder | $3,574 | $6,171-42.1% | $5,351-33.2% | $11,596-69.2% |