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 | $23,203 | $88,751-73.9% | $81,812-71.6% | $145,922-84.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 10.27% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,421 | $3,083-53.9% | $2,912-51.2% | $4,660-69.5% |
| Participant deferral / active EE | $2,809 | $4,643-39.5% | $4,319-35.0% | $6,688-58.0% |
| Admin fee / account holder | $1,535 | $8,415-81.8% | $7,386-79.2% | $13,397-88.5% |