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 | $34,963 | $57,281-39.0% | $86,612-59.6% | $75,163-53.5% |
| Participation rate | 70.6% | 63.2%+7.4pp | 71.7%-1.1pp | 67.2%+3.4pp |
| Annual return | 14.53% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $748 | $2,314-67.7% | $3,022-75.3% | $2,670-72.0% |
| Participant deferral / active EE | $1,362 | $3,318-58.9% | $4,438-69.3% | $4,125-67.0% |
| Admin fee / account holder | $5,572 | $4,112+35.5% | $5,614-0.8% | $5,651-1.4% |