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 | $38,693 | $70,756-45.3% | $65,493-40.9% | $142,382-72.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.52% | 1754.89%-1738.4pp | 982.45%-965.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,251 | $2,881+12.9% | $2,574+26.3% | $4,299-24.4% |
| Participant deferral / active EE | $9,784 | $4,637+111.0% | $3,961+147.0% | $6,507+50.4% |
| Admin fee / account holder | $478 | $6,559-92.7% | $5,028-90.5% | $12,624-96.2% |