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 | $28,239 | $70,756-60.1% | $65,493-56.9% | $142,382-80.2% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 18.86% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,284 | $2,881-20.7% | $2,574-11.3% | $4,299-46.9% |
| Participant deferral / active EE | $4,192 | $4,637-9.6% | $3,961+5.8% | $6,507-35.6% |
| Admin fee / account holder | $311 | $6,559-95.3% | $5,028-93.8% | $12,624-97.5% |