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 | $37,817 | $109,817-65.6% | $98,442-61.6% | $167,490-77.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.66% | 1956.69%-1940.0pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $962 | $3,224-70.2% | $2,960-67.5% | $4,837-80.1% |
| Participant deferral / active EE | $8,013 | $4,673+71.5% | $4,276+87.4% | $6,341+26.4% |
| Admin fee / account holder | $9,929 | $6,753+47.0% | $5,949+66.9% | $12,309-19.3% |