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 | $44,346 | $106,890-58.5% | $84,015-47.2% | $152,861-71.0% |
| Participation rate | 89.5% | 75.2%+14.2pp | 69.0%+20.5pp | 82.4%+7.0pp |
| Annual return | 16.39% | 104.99%-88.6pp | 71.31%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,073 | $2,734-60.8% | $1,983-45.9% | $4,762-77.5% |
| Participant deferral / active EE | $2,059 | $4,011-48.7% | $3,239-36.4% | $5,850-64.8% |
| Admin fee / account holder | $507 | $8,285-93.9% | $6,101-91.7% | $11,596-95.6% |