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 | $26,789 | $96,305-72.2% | $80,569-66.7% | $139,434-80.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.88% | 1350.08%-1333.2pp | 935.43%-918.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,863 | $3,262-12.2% | $2,723+5.1% | $4,751-39.7% |
| Participant deferral / active EE | $8,730 | $5,232+66.9% | $4,447+96.3% | $6,710+30.1% |
| Admin fee / account holder | $1,925 | $6,599-70.8% | $5,377-64.2% | $11,403-83.1% |