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 | $40,493 | $90,600-55.3% | $79,464-49.0% | $135,375-70.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.97% | 977.43%-966.5pp | 718.14%-707.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $1,384 | $3,068-54.9% | $2,800-50.6% | $4,779-71.0% |
| Participant deferral / active EE | $6,529 | $4,050+61.2% | $3,704+76.3% | $5,609+16.4% |
| Admin fee / account holder | $925 | $5,907-84.3% | $5,113-81.9% | $10,827-91.5% |