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 | $36,445 | $70,587-48.4% | $124,672-70.8% | $85,850-57.5% |
| Participation rate | 81.3% | 64.4%+16.8pp | 74.6%+6.6pp | 69.3%+11.9pp |
| Annual return | 23.71% | 20688.83%-20665.1pp | 5142.93%-5119.2pp | 318.53%-294.8pp |
| Employer contribution / active EE | $727 | $1,913-62.0% | $3,324-78.1% | $2,565-71.7% |
| Participant deferral / active EE | $1,743 | $2,969-41.3% | $4,614-62.2% | $3,952-55.9% |
| Admin fee / account holder | $1,366 | $5,282-74.1% | $7,493-81.8% | $6,260-78.2% |