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 | $19,822 | $49,173-59.7% | $121,098-83.6% | $75,163-73.6% |
| Participation rate | 73.2% | 55.4%+17.8pp | 69.5%+3.7pp | 67.2%+6.0pp |
| Annual return | 18.35% | 55.99%-37.6pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $413 | $1,546-73.3% | $4,164-90.1% | $2,670-84.5% |
| Participant deferral / active EE | $1,250 | $2,628-52.4% | $4,080-69.3% | $4,125-69.7% |
| Admin fee / account holder | $1,082 | $3,942-72.5% | $5,644-80.8% | $5,651-80.8% |