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 | $26,973 | $70,756-61.9% | $65,493-58.8% | $142,382-81.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 61.00% | 1754.89%-1693.9pp | 982.45%-921.4pp | 217.08%-156.1pp |
| Employer contribution / active EE | $2,451 | $2,881-14.9% | $2,574-4.8% | $4,299-43.0% |
| Participant deferral / active EE | $2,353 | $4,637-49.3% | $3,961-40.6% | $6,507-63.8% |
| Admin fee / account holder | $8,017 | $6,559+22.2% | $5,028+59.4% | $12,624-36.5% |