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 | $68,423 | $102,604-33.3% | $86,188-20.6% | $139,434-50.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.29% | 1922.51%-1909.2pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $885 | $3,032-70.8% | $2,380-62.8% | $4,751-81.4% |
| Participant deferral / active EE | $2,359 | $4,676-49.5% | $3,985-40.8% | $6,710-64.8% |
| Admin fee / account holder | $2,228 | $8,657-74.3% | $6,852-67.5% | $11,403-80.5% |