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 | $25,663 | $84,696-69.7% | $75,696-66.1% | $167,490-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.83% | 199.36%-189.5pp | 104.53%-94.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $886 | $3,230-72.6% | $2,743-67.7% | $4,837-81.7% |
| Participant deferral / active EE | $2,142 | $4,580-53.2% | $3,821-43.9% | $6,341-66.2% |
| Admin fee / account holder | $3,567 | $5,355-33.4% | $3,619-1.4% | $12,309-71.0% |