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 | $13,602 | $99,020-86.3% | $86,590-84.3% | $147,584-90.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 34.49% | 1312.34%-1277.8pp | 964.84%-930.4pp | 578.55%-544.1pp |
| Employer contribution / active EE | $2,398 | $3,132-23.4% | $2,839-15.5% | $4,876-50.8% |
| Participant deferral / active EE | $1,978 | $3,972-50.2% | $3,609-45.2% | $5,439-63.6% |
| Admin fee / account holder | $856 | $5,710-85.0% | $4,906-82.5% | $10,885-92.1% |