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 | $31,249 | $70,756-55.8% | $65,493-52.3% | $142,382-78.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 1754.89%-1742.9pp | 982.45%-970.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $412 | $2,881-85.7% | $2,574-84.0% | $4,299-90.4% |
| Participant deferral / active EE | $2,622 | $4,637-43.5% | $3,961-33.8% | $6,507-59.7% |
| Admin fee / account holder | $461 | $6,559-93.0% | $5,028-90.8% | $12,624-96.4% |