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 | $28,653 | $99,020-71.1% | $86,590-66.9% | $147,584-80.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.16% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,117 | $3,132-32.4% | $2,839-25.4% | $4,876-56.6% |
| Participant deferral / active EE | $5,354 | $3,972+34.8% | $3,609+48.4% | $5,439-1.6% |
| Admin fee / account holder | $498 | $5,710-91.3% | $4,906-89.9% | $10,885-95.4% |