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 | $27,231 | $114,047-76.1% | $96,139-71.7% | $167,490-83.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.92% | 189.88%-175.0pp | 191.94%-177.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,532 | $3,427-55.3% | $2,797-45.2% | $4,837-68.3% |
| Participant deferral / active EE | $2,468 | $5,194-52.5% | $4,349-43.2% | $6,341-61.1% |
| Admin fee / account holder | $499 | $6,897-92.8% | $5,537-91.0% | $12,309-95.9% |