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 | $45,921 | $60,124-23.6% | $90,404-49.2% | $79,858-42.5% |
| Participation rate | 74.2% | 65.0%+9.2pp | 72.7%+1.5pp | 69.6%+4.6pp |
| Annual return | 17.69% | 71.94%-54.3pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $356 | $2,068-82.8% | $3,262-89.1% | $2,471-85.6% |
| Participant deferral / active EE | $3,656 | $2,938+24.4% | $3,963-7.7% | $3,740-2.2% |
| Admin fee / account holder | $752 | $3,976-81.1% | $5,611-86.6% | $5,306-85.8% |