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 | $25,516 | $49,922-48.9% | $80,569-68.3% | $75,163-66.1% |
| Participation rate | 88.6% | 55.3%+33.3pp | 67.0%+21.6pp | 67.2%+21.4pp |
| Annual return | 17.32% | 34.69%-17.4pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,166 | $1,698+27.5% | $2,723-20.5% | $2,670-18.9% |
| Participant deferral / active EE | $3,561 | $2,990+19.1% | $4,447-19.9% | $4,125-13.7% |
| Admin fee / account holder | $1,400 | $3,577-60.9% | $5,377-74.0% | $5,651-75.2% |