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 | $50,854 | $102,317-50.3% | $146,958-65.4% | $80,856-37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.42% | 134.76%-110.3pp | 418.34%-393.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $2,327 | $3,713-37.3% | $4,933-52.8% | $2,755-15.5% |
| Participant deferral / active EE | $3,465 | $6,644-47.8% | $8,070-57.1% | $4,296-19.3% |
| Admin fee / account holder | $809 | $7,941-89.8% | $12,998-93.8% | $6,918-88.3% |