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 | $43,176 | $109,817-60.7% | $98,442-56.1% | $167,490-74.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.21% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,544 | $3,224-52.1% | $2,960-47.8% | $4,837-68.1% |
| Participant deferral / active EE | $1,886 | $4,673-59.6% | $4,276-55.9% | $6,341-70.3% |
| Admin fee / account holder | $1,807 | $6,753-73.2% | $5,949-69.6% | $12,309-85.3% |