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 | $30,784 | $109,817-72.0% | $98,442-68.7% | $167,490-81.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 10.83% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,272 | $3,224-60.5% | $2,960-57.0% | $4,837-73.7% |
| Participant deferral / active EE | $2,864 | $4,673-38.7% | $4,276-33.0% | $6,341-54.8% |
| Admin fee / account holder | $552 | $6,753-91.8% | $5,949-90.7% | $12,309-95.5% |