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 6-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 | $10,044 | $96,635-89.6% | $86,612-88.4% | $139,434-92.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.20% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,887 | $3,263-42.2% | $3,022-37.6% | $4,751-60.3% |
| Participant deferral / active EE | $2,500 | $4,836-48.3% | $4,438-43.7% | $6,710-62.7% |
| Admin fee / account holder | $342 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |