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 | $50,645 | $158,398-68.0% | $126,539-60.0% | $142,382-64.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.72% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,222 | $4,650-52.2% | $3,674-39.5% | $4,299-48.3% |
| Participant deferral / active EE | $2,166 | $4,767-54.6% | $4,083-46.9% | $6,507-66.7% |
| Admin fee / account holder | $666 | $6,918-90.4% | $6,065-89.0% | $12,624-94.7% |