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 | $50,219 | $104,486-51.9% | $76,817-34.6% | $152,861-67.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.71% | 1013.37%-995.7pp | 1166.11%-1148.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $423 | $3,116-86.4% | $2,302-81.6% | $4,762-91.1% |
| Participant deferral / active EE | $2,288 | $4,236-46.0% | $3,336-31.4% | $5,850-60.9% |
| Admin fee / account holder | $337 | $12,275-97.3% | $6,420-94.8% | $11,596-97.1% |