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 | $22,457 | $136,179-83.5% | $98,755-77.3% | $167,490-86.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 34.58% | 67.53%-33.0pp | 49.91%-15.3pp | 478.56%-444.0pp |
| Employer contribution / active EE | $1,436 | $2,631-45.4% | $2,067-30.5% | $4,837-70.3% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,341-100.0% |
| Admin fee / account holder | $905 | $5,031-82.0% | $4,076-77.8% | $12,309-92.6% |