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 | $29,911 | $57,281-47.8% | $86,612-65.5% | $75,163-60.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.42% | 2670.75%-2654.3pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,899 | $2,314-17.9% | $3,022-37.2% | $2,670-28.9% |
| Participant deferral / active EE | $1,502 | $3,318-54.7% | $4,438-66.1% | $4,125-63.6% |
| Admin fee / account holder | $549 | $4,112-86.6% | $5,614-90.2% | $5,651-90.3% |