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 | $36,766 | $104,486-64.8% | $76,817-52.1% | $152,861-75.9% |
| Participation rate | 95.5% | 76.6%+18.9pp | 72.1%+23.4pp | 82.4%+13.0pp |
| Annual return | 17.54% | 1013.37%-995.8pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,358 | $3,116-56.4% | $2,302-41.0% | $4,762-71.5% |
| Participant deferral / active EE | $2,895 | $4,236-31.6% | $3,336-13.2% | $5,850-50.5% |
| Admin fee / account holder | $6,105 | $12,275-50.3% | $6,420-4.9% | $11,596-47.4% |