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 | $33,428 | $73,515-54.5% | $62,995-46.9% | $147,584-77.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 12.59% | 175.43%-162.8pp | 87.57%-75.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $985 | $3,320-70.3% | $2,759-64.3% | $4,876-79.8% |
| Participant deferral / active EE | $4,040 | $4,185-3.5% | $3,329+21.3% | $5,439-25.7% |
| Admin fee / account holder | $351 | $5,953-94.1% | $3,600-90.3% | $10,885-96.8% |