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 | $18,428 | $73,515-74.9% | $62,995-70.7% | $147,584-87.5% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 17.52% | 175.43%-157.9pp | 87.57%-70.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $956 | $3,320-71.2% | $2,759-65.4% | $4,876-80.4% |
| Participant deferral / active EE | $3,938 | $4,185-5.9% | $3,329+18.3% | $5,439-27.6% |
| Admin fee / account holder | $1,415 | $5,953-76.2% | $3,600-60.7% | $10,885-87.0% |