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 | $19,481 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.63% | 50.05%-32.4pp | 176.28%-158.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,664 | $4,333-61.6% | $3,679-54.8% | $4,876-65.9% |
| Participant deferral / active EE | $1,590 | $4,478-64.5% | $3,897-59.2% | $5,439-70.8% |
| Admin fee / account holder | $2,061 | $6,332-67.4% | $5,194-60.3% | $10,885-81.1% |