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 | $58,050 | $96,305-39.7% | $80,569-28.0% | $139,434-58.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.99% | 1350.08%-1331.1pp | 935.43%-916.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,218 | $3,262-32.0% | $2,723-18.5% | $4,751-53.3% |
| Participant deferral / active EE | $8,218 | $5,232+57.1% | $4,447+84.8% | $6,710+22.5% |
| Admin fee / account holder | $3,465 | $6,599-47.5% | $5,377-35.6% | $11,403-69.6% |