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 | $44,379 | $58,927-24.7% | $76,817-42.2% | $72,985-39.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.32% | 2305.64%-2287.3pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,457 | $1,787+205.4% | $2,302+137.0% | $2,440+123.6% |
| Participant deferral / active EE | $3,260 | $2,690+21.2% | $3,336-2.3% | $3,607-9.6% |
| Admin fee / account holder | $4,212 | $4,013+5.0% | $6,420-34.4% | $5,124-17.8% |