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 | $21,262 | $152,861-86.1% | $16,209+31.2% | $152,861-86.1% |
| Participation rate | 88.9% | 82.4%+6.4pp | 88.9%0pp | 82.4%+6.4pp |
| Annual return | 13.66% | 345.32%-331.7pp | 17.40%-3.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,883 | $4,762-60.5% | $1,8830% | $4,762-60.5% |
| Participant deferral / active EE | $4,147 | $5,850-29.1% | $4,1470% | $5,850-29.1% |
| Admin fee / account holder | $5,646 | $11,596-51.3% | $2,836+99.0% | $11,596-51.3% |