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 | $84,582 | $99,020-14.6% | $86,590-2.3% | $147,584-42.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.39% | 1312.34%-1293.9pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,231 | $3,132-28.8% | $2,839-21.4% | $4,876-54.3% |
| Participant deferral / active EE | $5,447 | $3,972+37.1% | $3,609+50.9% | $5,439+0.1% |
| Admin fee / account holder | $325 | $5,710-94.3% | $4,906-93.4% | $10,885-97.0% |