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 | $55,805 | $58,694-4.9% | $142,863-60.9% | $85,850-35.0% |
| Participation rate | 87.9% | 58.5%+29.4pp | 71.9%+15.9pp | 69.3%+18.6pp |
| Annual return | 12.78% | 27.72%-14.9pp | 5637.54%-5624.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,101 | $2,607-57.8% | $3,837-71.3% | $3,952-72.1% |
| Admin fee / account holder | $1,591 | $4,239-62.5% | $6,560-75.7% | $6,260-74.6% |