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 | $81,536 | $102,604-20.5% | $86,188-5.4% | $139,434-41.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.92% | 1922.51%-1908.6pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,735 | $3,032-42.8% | $2,380-27.1% | $4,751-63.5% |
| Participant deferral / active EE | $2,387 | $4,676-49.0% | $3,985-40.1% | $6,710-64.4% |
| Admin fee / account holder | $1,002 | $8,657-88.4% | $6,852-85.4% | $11,403-91.2% |