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 | $29,370 | $176,662-83.4% | $130,648-77.5% | $152,861-80.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.21% | 2692.24%-2671.0pp | 1708.96%-1687.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $878 | $5,742-84.7% | $4,092-78.5% | $4,762-81.6% |
| Participant deferral / active EE | $2,260 | $4,361-48.2% | $3,603-37.3% | $5,850-61.4% |
| Admin fee / account holder | $778 | $7,133-89.1% | $5,464-85.8% | $11,596-93.3% |