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 | $58,792 | $76,738-23.4% | $56,411+4.2% | $145,922-59.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,359 | $1,380+70.9% | $1,039+127.1% | $4,660-49.4% |
| Participant deferral / active EE | $2,422 | $2,623-7.7% | $1,952+24.1% | $6,688-63.8% |
| Admin fee / account holder | $4,327 | $3,334+29.8% | $2,829+53.0% | $13,397-67.7% |