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 | $28,356 | $108,642-73.9% | $74,701-62.0% | $152,861-81.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.04% | 114.06%-95.0pp | 752.92%-733.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,338 | $1,503-11.0% | $1,084+23.4% | $4,762-71.9% |
| Participant deferral / active EE | $1,963 | $2,712-27.6% | $1,9640% | $5,850-66.4% |
| Admin fee / account holder | $4,875 | $4,902-0.6% | $3,333+46.3% | $11,596-58.0% |