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 | $52,325 | $100,852-48.1% | $90,404-42.1% | $158,922-67.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.35% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,577 | $3,689-3.0% | $3,262+9.7% | $4,761-24.9% |
| Participant deferral / active EE | $5,195 | $4,348+19.5% | $3,963+31.1% | $5,982-13.2% |
| Admin fee / account holder | $786 | $6,501-87.9% | $5,611-86.0% | $11,246-93.0% |