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 | $50,357 | $96,305-47.7% | $80,569-37.5% | $139,434-63.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 1350.08%-1333.3pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,298 | $3,262-29.5% | $2,723-15.6% | $4,751-51.6% |
| Participant deferral / active EE | $3,064 | $5,232-41.4% | $4,447-31.1% | $6,710-54.3% |
| Admin fee / account holder | $748 | $6,599-88.7% | $5,377-86.1% | $11,403-93.4% |