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 | $28,436 | $58,927-51.7% | $76,817-63.0% | $72,985-61.0% |
| Participation rate | 81.0% | 67.3%+13.7pp | 72.1%+9.0pp | 69.5%+11.5pp |
| Annual return | 29.28% | 2305.64%-2276.4pp | 1166.11%-1136.8pp | 81.00%-51.7pp |
| Employer contribution / active EE | $891 | $1,787-50.2% | $2,302-61.3% | $2,440-63.5% |
| Participant deferral / active EE | $1,413 | $2,690-47.5% | $3,336-57.6% | $3,607-60.8% |
| Admin fee / account holder | $337 | $4,013-91.6% | $6,420-94.8% | $5,124-93.4% |