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 | $46,169 | $156,846-70.6% | $121,098-61.9% | $139,434-66.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1474.56%-1458.4pp | 985.75%-969.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,069 | $5,536-80.7% | $4,164-74.3% | $4,751-77.5% |
| Participant deferral / active EE | $2,657 | $4,844-45.2% | $4,080-34.9% | $6,710-60.4% |
| Admin fee / account holder | $8,968 | $6,946+29.1% | $5,644+58.9% | $11,403-21.4% |