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 | $21,944 | $104,907-79.1% | $84,611-74.1% | $152,861-85.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.83% | 373.79%-352.0pp | 258.74%-236.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,025 | $3,302+82.5% | $2,652+127.2% | $4,762+26.5% |
| Participant deferral / active EE | $4,480 | $4,688-4.4% | $3,899+14.9% | $5,850-23.4% |
| Admin fee / account holder | $771 | $6,241-87.6% | $4,912-84.3% | $11,596-93.4% |