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 | $35,320 | $58,208-39.3% | $81,812-56.8% | $80,856-56.3% |
| Participation rate | 98.0% | 63.4%+34.5pp | 72.3%+25.6pp | 67.6%+30.3pp |
| Annual return | 11.69% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,988 | $2,340-15.1% | $2,912-31.7% | $2,755-27.8% |
| Participant deferral / active EE | $2,153 | $3,281-34.4% | $4,319-50.1% | $4,296-49.9% |
| Admin fee / account holder | $1,054 | $4,981-78.8% | $7,386-85.7% | $6,918-84.8% |