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 | $74,542 | $109,817-32.1% | $98,442-24.3% | $167,490-55.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.87% | 1956.69%-1938.8pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,664 | $3,224-48.4% | $2,960-43.8% | $4,837-65.6% |
| Participant deferral / active EE | $12,149 | $4,673+160.0% | $4,276+184.1% | $6,341+91.6% |
| Admin fee / account holder | $304 | $6,753-95.5% | $5,949-94.9% | $12,309-97.5% |