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 | $52,892 | $102,604-48.5% | $86,188-38.6% | $139,434-62.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.33% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,080 | $3,032-64.4% | $2,380-54.6% | $4,751-77.3% |
| Participant deferral / active EE | $1,350 | $4,676-71.1% | $3,985-66.1% | $6,710-79.9% |
| Admin fee / account holder | $4,993 | $8,657-42.3% | $6,852-27.1% | $11,403-56.2% |