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 | $40,083 | $57,281-30.0% | $86,612-53.7% | $75,163-46.7% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.6pp |
| Annual return | 17.85% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $500 | $2,314-78.4% | $3,022-83.5% | $2,670-81.3% |
| Participant deferral / active EE | $2,186 | $3,318-34.1% | $4,438-50.7% | $4,125-47.0% |
| Admin fee / account holder | $8,668 | $4,112+110.8% | $5,614+54.4% | $5,651+53.4% |