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 | $43,811 | $106,890-59.0% | $84,015-47.9% | $152,861-71.3% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 18.50% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $602 | $2,734-78.0% | $1,983-69.6% | $4,762-87.4% |
| Participant deferral / active EE | $2,853 | $4,011-28.9% | $3,239-11.9% | $5,850-51.2% |
| Admin fee / account holder | $6,672 | $8,285-19.5% | $6,101+9.4% | $11,596-42.5% |