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 | $34,495 | $57,281-39.8% | $86,612-60.2% | $75,163-54.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 31.68% | 2670.75%-2639.1pp | 591.07%-559.4pp | 160.62%-128.9pp |
| Employer contribution / active EE | $1,733 | $2,314-25.1% | $3,022-42.7% | $2,670-35.1% |
| Participant deferral / active EE | $7,292 | $3,318+119.8% | $4,438+64.3% | $4,125+76.8% |
| Admin fee / account holder | $3,364 | $4,112-18.2% | $5,614-40.1% | $5,651-40.5% |