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 | $20,222 | $55,415-63.5% | $155,509-87.0% | $74,495-72.9% |
| Participation rate | 70.8% | 61.9%+8.9pp | 78.2%-7.4pp | 67.2%+3.6pp |
| Annual return | 16.91% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $632 | $2,267-72.1% | $4,672-86.5% | $2,623-75.9% |
| Participant deferral / active EE | $4,056 | $2,836+43.0% | $5,626-27.9% | $4,346-6.7% |
| Admin fee / account holder | $958 | $1,738-44.9% | $15,912-94.0% | $1,942-50.6% |