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 | $66,196 | $104,486-36.6% | $76,817-13.8% | $152,861-56.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.81% | 1013.37%-995.6pp | 1166.11%-1148.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,023 | $3,116-35.1% | $2,302-12.1% | $4,762-57.5% |
| Participant deferral / active EE | $4,701 | $4,236+11.0% | $3,336+40.9% | $5,850-19.6% |
| Admin fee / account holder | $810 | $12,275-93.4% | $6,420-87.4% | $11,596-93.0% |