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 | $36,309 | $100,852-64.0% | $90,404-59.8% | $158,922-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.46% | 1724.20%-1704.7pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,756 | $3,689-52.4% | $3,262-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,284 | $4,348-24.5% | $3,963-17.1% | $5,982-45.1% |
| Admin fee / account holder | $14,538 | $6,501+123.6% | $5,611+159.1% | $11,246+29.3% |