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 | $25,412 | $72,396-64.9% | $67,511-62.4% | $145,959-82.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.93% | 7194.07%-7181.1pp | 3517.41%-3504.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $581 | $3,071-81.1% | $2,733-78.7% | $4,661-87.5% |
| Participant deferral / active EE | $9,676 | $4,781+102.4% | $4,000+141.9% | $6,689+44.7% |
| Admin fee / account holder | $5,126 | $5,538-7.4% | $3,999+28.2% | $13,398-61.7% |