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 | $61,389 | $109,817-44.1% | $98,442-37.6% | $167,490-63.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 26.95% | 1956.69%-1929.7pp | 1492.73%-1465.8pp | 478.56%-451.6pp |
| Employer contribution / active EE | $2,024 | $3,224-37.2% | $2,960-31.6% | $4,837-58.2% |
| Participant deferral / active EE | $3,426 | $4,673-26.7% | $4,276-19.9% | $6,341-46.0% |
| Admin fee / account holder | $1,012 | $6,753-85.0% | $5,949-83.0% | $12,309-91.8% |