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 | $14,372 | $156,846-90.8% | $121,098-88.1% | $139,434-89.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.03% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,525 | $5,536-54.4% | $4,164-39.3% | $4,751-46.8% |
| Participant deferral / active EE | $2,887 | $4,844-40.4% | $4,080-29.2% | $6,710-57.0% |
| Admin fee / account holder | $352 | $6,946-94.9% | $5,644-93.8% | $11,403-96.9% |