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 | $23,740 | $88,751-73.3% | $81,812-71.0% | $145,922-83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1025.40%-1011.4pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,326 | $3,083-57.0% | $2,912-54.5% | $4,660-71.6% |
| Participant deferral / active EE | $3,977 | $4,643-14.4% | $4,319-7.9% | $6,688-40.5% |
| Admin fee / account holder | $4,198 | $8,415-50.1% | $7,386-43.2% | $13,397-68.7% |