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 | $31,739 | $96,305-67.0% | $80,569-60.6% | $139,434-77.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.11% | 1350.08%-1332.0pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $519 | $3,262-84.1% | $2,723-80.9% | $4,751-89.1% |
| Participant deferral / active EE | $4,831 | $5,232-7.7% | $4,447+8.6% | $6,710-28.0% |
| Admin fee / account holder | $2,776 | $6,599-57.9% | $5,377-48.4% | $11,403-75.7% |