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 | $76,848 | $114,047-32.6% | $96,139-20.1% | $167,490-54.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.73% | 189.88%-179.2pp | 191.94%-181.2pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,328 | $3,427-32.1% | $2,797-16.8% | $4,837-51.9% |
| Participant deferral / active EE | $4,417 | $5,194-15.0% | $4,349+1.6% | $6,341-30.4% |
| Admin fee / account holder | $79,904 | $6,897+1058.6% | $5,537+1343.1% | $12,309+549.2% |