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 | $16,443 | $81,625-79.9% | $58,482-71.9% | $139,434-88.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.84% | 7404.20%-7385.4pp | 4239.32%-4220.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $582 | $1,398-58.4% | $1,053-44.8% | $4,751-87.8% |
| Participant deferral / active EE | $6,123 | $2,557+139.5% | $1,924+218.3% | $6,710-8.7% |
| Admin fee / account holder | $1,154 | $3,265-64.7% | $2,516-54.1% | $11,403-89.9% |