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 | $16,726 | $109,817-84.8% | $98,442-83.0% | $167,490-90.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.24% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $514 | $3,224-84.0% | $2,960-82.6% | $4,837-89.4% |
| Participant deferral / active EE | $1,038 | $4,673-77.8% | $4,276-75.7% | $6,341-83.6% |
| Admin fee / account holder | $503 | $6,753-92.5% | $5,949-91.5% | $12,309-95.9% |