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 | $32,398 | $109,817-70.5% | $98,442-67.1% | $167,490-80.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.12% | 1956.69%-1925.6pp | 1492.73%-1461.6pp | 478.56%-447.4pp |
| Employer contribution / active EE | $1,589 | $3,224-50.7% | $2,960-46.3% | $4,837-67.2% |
| Participant deferral / active EE | $2,781 | $4,673-40.5% | $4,276-35.0% | $6,341-56.1% |
| Admin fee / account holder | $3,801 | $6,753-43.7% | $5,949-36.1% | $12,309-69.1% |