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 | $56,620 | $99,079-42.9% | $77,999-27.4% | $273,961-79.3% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 7.87% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $636 | $3,308-80.8% | $2,470-74.2% | $4,869-86.9% |
| Participant deferral / active EE | $1,957 | $4,306-54.6% | $3,497-44.0% | $5,287-63.0% |
| Admin fee / account holder | $940 | $8,954-89.5% | $5,480-82.8% | $10,132-90.7% |