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 | $14,774 | $100,852-85.4% | $90,404-83.7% | $158,922-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.79% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,191 | $3,689-40.6% | $3,262-32.8% | $4,761-54.0% |
| Participant deferral / active EE | $1,636 | $4,348-62.4% | $3,963-58.7% | $5,982-72.7% |
| Admin fee / account holder | $778 | $6,501-88.0% | $5,611-86.1% | $11,246-93.1% |