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 | $38,840 | $81,625-52.4% | $58,482-33.6% | $139,434-72.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.66% | 7404.20%-7390.5pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,063 | $1,398+190.5% | $1,053+285.7% | $4,751-14.5% |
| Participant deferral / active EE | $432 | $2,557-83.1% | $1,924-77.5% | $6,710-93.6% |
| Admin fee / account holder | $365 | $3,265-88.8% | $2,516-85.5% | $11,403-96.8% |