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 | $24,814 | $96,305-74.2% | $80,569-69.2% | $139,434-82.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.51% | 1350.08%-1330.6pp | 935.43%-915.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,264 | $3,262-30.6% | $2,723-16.9% | $4,751-52.3% |
| Participant deferral / active EE | $2,783 | $5,232-46.8% | $4,447-37.4% | $6,710-58.5% |
| Admin fee / account holder | $406 | $6,599-93.9% | $5,377-92.5% | $11,403-96.4% |