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 | $49,586 | $99,020-49.9% | $86,590-42.7% | $147,584-66.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 33.13% | 1312.34%-1279.2pp | 964.84%-931.7pp | 578.55%-545.4pp |
| Employer contribution / active EE | $1,134 | $3,132-63.8% | $2,839-60.1% | $4,876-76.7% |
| Participant deferral / active EE | $4,746 | $3,972+19.5% | $3,609+31.5% | $5,439-12.7% |
| Admin fee / account holder | $5,018 | $5,710-12.1% | $4,906+2.3% | $10,885-53.9% |