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 | $37,306 | $80,812-53.8% | $160,784-76.8% | $82,448-54.8% |
| Participation rate | 75.9% | 66.2%+9.6pp | 77.0%-1.1pp | 68.1%+7.8pp |
| Annual return | 14.84% | 100.59%-85.7pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,884 | $2,174-13.3% | $3,733-49.5% | $2,551-26.1% |
| Participant deferral / active EE | $3,224 | $4,335-25.6% | $6,293-48.8% | $4,139-22.1% |
| Admin fee / account holder | $7,870 | $7,695+2.3% | $9,717-19.0% | $7,234+8.8% |