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 | $49,643 | $72,400-31.4% | $67,502-26.5% | $145,922-66.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.74% | 7182.46%-7167.7pp | 3512.12%-3497.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,530 | $3,069-50.1% | $2,731-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $2,166 | $4,783-54.7% | $4,000-45.8% | $6,688-67.6% |
| Admin fee / account holder | $2,009 | $5,539-63.7% | $3,998-49.7% | $13,397-85.0% |