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 | $44,983 | $57,281-21.5% | $86,612-48.1% | $75,163-40.2% |
| Participation rate | 96.1% | 63.2%+32.9pp | 71.7%+24.4pp | 67.2%+28.9pp |
| Annual return | 26.31% | 2670.75%-2644.4pp | 591.07%-564.8pp | 160.62%-134.3pp |
| Employer contribution / active EE | $1,696 | $2,314-26.7% | $3,022-43.9% | $2,670-36.5% |
| Participant deferral / active EE | $3,272 | $3,318-1.4% | $4,438-26.3% | $4,125-20.7% |
| Admin fee / account holder | $452 | $4,112-89.0% | $5,614-92.0% | $5,651-92.0% |