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 | $25,567 | $49,173-48.0% | $121,098-78.9% | $75,163-66.0% |
| Participation rate | 84.1% | 55.4%+28.7pp | 69.5%+14.6pp | 67.2%+16.9pp |
| Annual return | 16.89% | 55.99%-39.1pp | 985.75%-968.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,117 | $1,546+36.9% | $4,164-49.2% | $2,670-20.7% |
| Participant deferral / active EE | $2,890 | $2,628+10.0% | $4,080-29.2% | $4,125-29.9% |
| Admin fee / account holder | $2,124 | $3,942-46.1% | $5,644-62.4% | $5,651-62.4% |