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 | $17,878 | $27,915-36.0% | $58,482-69.4% | $75,163-76.2% |
| Participation rate | 83.0% | 38.8%+44.2pp | 50.9%+32.2pp | 67.2%+15.8pp |
| Annual return | 24.58% | 44.20%-19.6pp | 4239.32%-4214.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,372 | $1,201+14.2% | $1,924-28.7% | $4,125-66.7% |
| Admin fee / account holder | $331 | $1,726-80.8% | $2,516-86.8% | $5,651-94.1% |