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 | $17,630 | $88,751-80.1% | $81,812-78.5% | $145,922-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.01% | 1025.40%-1000.4pp | 773.79%-748.8pp | 561.29%-536.3pp |
| Employer contribution / active EE | $1,054 | $3,083-65.8% | $2,912-63.8% | $4,660-77.4% |
| Participant deferral / active EE | $1,703 | $4,643-63.3% | $4,319-60.6% | $6,688-74.5% |
| Admin fee / account holder | $555 | $8,415-93.4% | $7,386-92.5% | $13,397-95.9% |