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 | $35,131 | $57,281-38.7% | $86,612-59.4% | $75,163-53.3% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 14.38% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,033 | $2,314-55.4% | $3,022-65.8% | $2,670-61.3% |
| Participant deferral / active EE | $4,806 | $3,318+44.8% | $4,438+8.3% | $4,125+16.5% |
| Admin fee / account holder | $988 | $4,112-76.0% | $5,614-82.4% | $5,651-82.5% |