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 | $73,091 | $109,817-33.4% | $98,442-25.8% | $167,490-56.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.05% | 1956.69%-1935.6pp | 1492.73%-1471.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $769 | $3,224-76.2% | $2,960-74.0% | $4,837-84.1% |
| Participant deferral / active EE | $5,423 | $4,673+16.1% | $4,276+26.8% | $6,341-14.5% |
| Admin fee / account holder | $406 | $6,753-94.0% | $5,949-93.2% | $12,309-96.7% |