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 | $36,329 | $104,486-65.2% | $76,817-52.7% | $152,861-76.2% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 22.66% | 1013.37%-990.7pp | 1166.11%-1143.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,832 | $3,116-41.2% | $2,302-20.4% | $4,762-61.5% |
| Participant deferral / active EE | $2,672 | $4,236-36.9% | $3,336-19.9% | $5,850-54.3% |
| Admin fee / account holder | $456 | $12,275-96.3% | $6,420-92.9% | $11,596-96.1% |