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 | $42,290 | $99,020-57.3% | $86,590-51.2% | $147,584-71.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.22% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $535 | $3,132-82.9% | $2,839-81.1% | $4,876-89.0% |
| Participant deferral / active EE | $2,193 | $3,972-44.8% | $3,609-39.2% | $5,439-59.7% |
| Admin fee / account holder | $475 | $5,710-91.7% | $4,906-90.3% | $10,885-95.6% |