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 | $21,434 | $31,310-31.5% | $53,898-60.2% | $74,304-71.2% |
| Participation rate | 92.7% | 30.7%+62.1pp | 55.0%+37.8pp | 60.3%+32.4pp |
| Annual return | 17.82% | 23.16%-5.3pp | 528.60%-510.8pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,030 | $450+129.0% | $932+10.5% | $2,241-54.0% |
| Participant deferral / active EE | $2,414 | $934+158.3% | $1,826+32.2% | $3,767-35.9% |
| Admin fee / account holder | $3,484 | $2,175+60.2% | $2,491+39.9% | $2,969+17.4% |