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 | $19,944 | $104,907-81.0% | $84,611-76.4% | $152,861-87.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.79% | 373.79%-356.0pp | 258.74%-241.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $5,400 | $3,302+63.5% | $2,652+103.6% | $4,762+13.4% |
| Participant deferral / active EE | $4,202 | $4,688-10.4% | $3,899+7.8% | $5,850-28.2% |
| Admin fee / account holder | $824 | $6,241-86.8% | $4,912-83.2% | $11,596-92.9% |