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 | $56,884 | $100,852-43.6% | $90,404-37.1% | $158,922-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.77% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,217 | $3,689-39.9% | $3,262-32.0% | $4,761-53.4% |
| Participant deferral / active EE | $1,201 | $4,348-72.4% | $3,963-69.7% | $5,982-79.9% |
| Admin fee / account holder | $5,213 | $6,501-19.8% | $5,611-7.1% | $11,246-53.6% |