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 | $57,746 | $102,604-43.7% | $86,188-33.0% | $139,434-58.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.30% | 1922.51%-1897.2pp | 1168.45%-1143.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,786 | $3,032+57.8% | $2,380+101.1% | $4,751+0.7% |
| Participant deferral / active EE | $24,370 | $4,676+421.2% | $3,985+511.5% | $6,710+263.2% |
| Admin fee / account holder | $449 | $8,657-94.8% | $6,852-93.4% | $11,403-96.1% |