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 3-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 | $27,124 | $88,751-69.4% | $81,812-66.8% | $145,922-81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 1025.40%-1009.9pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,373 | $3,083-55.5% | $2,912-52.9% | $4,660-70.5% |
| Participant deferral / active EE | $6,102 | $4,643+31.4% | $4,319+41.3% | $6,688-8.8% |
| Admin fee / account holder | $1,705 | $8,415-79.7% | $7,386-76.9% | $13,397-87.3% |