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 | $15,294 | $96,635-84.2% | $86,612-82.3% | $139,434-89.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.97% | 106.41%-88.4pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,014 | $3,263-68.9% | $3,022-66.4% | $4,751-78.7% |
| Participant deferral / active EE | $2,006 | $4,836-58.5% | $4,438-54.8% | $6,710-70.1% |
| Admin fee / account holder | $369 | $6,408-94.2% | $5,614-93.4% | $11,403-96.8% |