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 | $47,507 | $58,927-19.4% | $76,817-38.2% | $72,985-34.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.31% | 2305.64%-2287.3pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $793 | $1,787-55.6% | $2,302-65.5% | $2,440-67.5% |
| Participant deferral / active EE | $2,268 | $2,690-15.7% | $3,336-32.0% | $3,607-37.1% |
| Admin fee / account holder | $375 | $4,013-90.7% | $6,420-94.2% | $5,124-92.7% |