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 | $25,214 | $88,751-71.6% | $81,812-69.2% | $145,922-82.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.95% | 1025.40%-1015.5pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,934 | $3,083+27.6% | $2,912+35.1% | $4,660-15.6% |
| Participant deferral / active EE | $4,572 | $4,643-1.5% | $4,319+5.9% | $6,688-31.6% |
| Admin fee / account holder | $1,146 | $8,415-86.4% | $7,386-84.5% | $13,397-91.4% |