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 | $32,134 | $70,756-54.6% | $65,493-50.9% | $142,382-77.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.17% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,298 | $2,881-54.9% | $2,574-49.6% | $4,299-69.8% |
| Participant deferral / active EE | $3,239 | $4,637-30.2% | $3,961-18.2% | $6,507-50.2% |
| Admin fee / account holder | $2,329 | $6,559-64.5% | $5,028-53.7% | $12,624-81.6% |