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 | $26,821 | $85,202-68.5% | $172,739-84.5% | $72,985-63.3% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.6%-6.6pp | 69.5%+6.5pp |
| Annual return | 68.36% | 27.32%+41.0pp | 802.84%-734.5pp | 81.00%-12.6pp |
| Employer contribution / active EE | $1,504 | $3,324-54.8% | $5,143-70.8% | $2,440-38.4% |
| Participant deferral / active EE | $948 | $3,260-70.9% | $5,198-81.8% | $3,607-73.7% |
| Admin fee / account holder | $739 | $5,884-87.4% | $13,954-94.7% | $5,124-85.6% |