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 | $29,471 | $90,600-67.5% | $79,464-62.9% | $135,375-78.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.28% | 977.43%-974.2pp | 718.14%-714.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $4,367 | $3,068+42.3% | $2,800+55.9% | $4,779-8.6% |
| Participant deferral / active EE | $1,012 | $4,050-75.0% | $3,704-72.7% | $5,609-82.0% |
| Admin fee / account holder | $412 | $5,907-93.0% | $5,113-91.9% | $10,827-96.2% |