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 | $31,785 | $90,503-64.9% | $78,689-59.6% | $273,961-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1861.65% | 75.60%+1786.0pp | 62.18%+1799.5pp | 41.45%+1820.2pp |
| Employer contribution / active EE | $4,146 | $3,176+30.5% | $2,851+45.4% | $4,869-14.9% |
| Participant deferral / active EE | $6,633 | $3,901+70.0% | $3,517+88.6% | $5,287+25.5% |
| Admin fee / account holder | $4,165 | $5,263-20.9% | $4,510-7.7% | $10,132-58.9% |