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 3-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 | $17,653 | $90,348-80.5% | $75,972-76.8% | $145,922-87.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.15% | 620.88%-606.7pp | 359.55%-345.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,935 | $3,311+18.8% | $2,685+46.6% | $4,660-15.6% |
| Participant deferral / active EE | $6,063 | $5,162+17.5% | $4,255+42.5% | $6,688-9.3% |
| Admin fee / account holder | $10,170 | $8,467+20.1% | $6,467+57.3% | $13,397-24.1% |