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 5-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 | $42,958 | $88,710-51.6% | $81,783-47.5% | $145,959-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.21% | 1027.26%-1013.1pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,383 | $3,083+42.1% | $2,913+50.5% | $4,661-6.0% |
| Participant deferral / active EE | $4,383 | $4,645-5.6% | $4,320+1.4% | $6,689-34.5% |
| Admin fee / account holder | $925 | $8,407-89.0% | $7,380-87.5% | $13,398-93.1% |