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 | $24,103 | $95,416-74.7% | $185,823-87.0% | $85,850-71.9% |
| Participation rate | 91.1% | 68.8%+22.3pp | 81.7%+9.4pp | 69.3%+21.8pp |
| Annual return | 16.31% | 23.59%-7.3pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,111 | $3,314-66.5% | $5,167-78.5% | $2,565-56.7% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,674 | $7,213-76.8% | $16,237-89.7% | $6,260-73.3% |