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 | $32,229 | $102,966-68.7% | $90,281-64.3% | $152,861-78.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 10.31% | 95.16%-84.9pp | 78.10%-67.8pp | 345.32%-335.0pp |
| Employer contribution / active EE | $880 | $3,139-72.0% | $2,854-69.2% | $4,762-81.5% |
| Participant deferral / active EE | $1,759 | $4,281-58.9% | $3,885-54.7% | $5,850-69.9% |
| Admin fee / account holder | $2,651 | $6,171-57.0% | $5,351-50.5% | $11,596-77.1% |