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 | $17,816 | $58,927-69.8% | $76,817-76.8% | $72,985-75.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.46% | 2305.64%-2287.2pp | 1166.11%-1147.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $816 | $1,787-54.3% | $2,302-64.6% | $2,440-66.6% |
| Participant deferral / active EE | $2,042 | $2,690-24.1% | $3,336-38.8% | $3,607-43.4% |
| Admin fee / account holder | $893 | $4,013-77.7% | $6,420-86.1% | $5,124-82.6% |