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 | $37,123 | $210,648-82.4% | $177,989-79.1% | $145,922-74.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.21% | 385.86%-375.6pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,416 | $4,565-69.0% | $3,949-64.1% | $4,660-69.6% |
| Participant deferral / active EE | $3,247 | $6,958-53.3% | $6,276-48.3% | $6,688-51.5% |
| Admin fee / account holder | $487 | $12,013-95.9% | $10,363-95.3% | $13,397-96.4% |