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 3-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 | $11,481 | $48,795-76.5% | $65,493-82.5% | $84,808-86.5% |
| Participation rate | 87.4% | 67.0%+20.4pp | 73.1%+14.3pp | 68.3%+19.0pp |
| Annual return | 47.55% | 20.20%+27.3pp | 982.45%-934.9pp | 40.90%+6.6pp |
| Employer contribution / active EE | $890 | $1,930-53.9% | $2,574-65.4% | $2,631-66.2% |
| Participant deferral / active EE | $1,738 | $2,928-40.7% | $3,961-56.1% | $4,212-58.7% |
| Admin fee / account holder | $713 | $3,877-81.6% | $5,028-85.8% | $7,344-90.3% |