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 | $23,950 | $53,516-55.2% | $126,539-81.1% | $84,808-71.8% |
| Participation rate | 97.6% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 19.68% | 58.34%-38.7pp | 425.95%-406.3pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,262 | $1,535-17.8% | $3,674-65.7% | $2,631-52.0% |
| Participant deferral / active EE | $3,977 | $2,671+48.9% | $4,083-2.6% | $4,212-5.6% |
| Admin fee / account holder | $1,290 | $4,497-71.3% | $6,065-78.7% | $7,344-82.4% |