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 | $26,404 | $109,817-76.0% | $98,442-73.2% | $167,490-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1956.69%-1940.6pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $378 | $3,224-88.3% | $2,960-87.2% | $4,837-92.2% |
| Participant deferral / active EE | $2,511 | $4,673-46.3% | $4,276-41.3% | $6,341-60.4% |
| Admin fee / account holder | $526 | $6,753-92.2% | $5,949-91.2% | $12,309-95.7% |