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 | $26,266 | $60,124-56.3% | $90,404-70.9% | $79,858-67.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 106.39% | 71.94%+34.4pp | 1293.02%-1186.6pp | 31.71%+74.7pp |
| Employer contribution / active EE | $3,541 | $2,068+71.2% | $3,262+8.5% | $2,471+43.3% |
| Participant deferral / active EE | $2,472 | $2,938-15.9% | $3,963-37.6% | $3,740-33.9% |
| Admin fee / account holder | $5,233 | $3,976+31.6% | $5,611-6.7% | $5,306-1.4% |