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 | $24,311 | $73,515-66.9% | $62,995-61.4% | $147,584-83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.55% | 175.43%-164.9pp | 87.57%-77.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $536 | $3,320-83.9% | $2,759-80.6% | $4,876-89.0% |
| Participant deferral / active EE | $1,992 | $4,185-52.4% | $3,329-40.2% | $5,439-63.4% |
| Admin fee / account holder | $476 | $5,953-92.0% | $3,600-86.8% | $10,885-95.6% |