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 | $40,568 | $76,738-47.1% | $56,411-28.1% | $145,922-72.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 2994.23%-2985.5pp | 1701.33%-1692.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,758 | $1,380+27.4% | $1,039+69.3% | $4,660-62.3% |
| Participant deferral / active EE | $3,425 | $2,623+30.6% | $1,952+75.5% | $6,688-48.8% |
| Admin fee / account holder | $5,429 | $3,334+62.8% | $2,829+91.9% | $13,397-59.5% |