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 | $14,612 | $108,642-86.6% | $74,701-80.4% | $152,861-90.4% |
| Participation rate | 94.4% | 65.3%+29.1pp | 54.5%+40.0pp | 82.4%+12.0pp |
| Annual return | 25.23% | 114.06%-88.8pp | 752.92%-727.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,171 | $1,503+44.5% | $1,084+100.4% | $4,762-54.4% |
| Participant deferral / active EE | $4,294 | $2,712+58.3% | $1,964+118.7% | $5,850-26.6% |
| Admin fee / account holder | $316 | $4,902-93.6% | $3,333-90.5% | $11,596-97.3% |