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 3-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 | $13,053 | $70,756-81.6% | $65,493-80.1% | $142,382-90.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.80% | 1754.89%-1733.1pp | 982.45%-960.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,236 | $2,881-22.4% | $2,574-13.1% | $4,299-48.0% |
| Participant deferral / active EE | $2,748 | $4,637-40.7% | $3,961-30.6% | $6,507-57.8% |
| Admin fee / account holder | $438 | $6,559-93.3% | $5,028-91.3% | $12,624-96.5% |