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 | $20,425 | $90,600-77.5% | $79,464-74.3% | $135,375-84.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -0.41% | 977.43%-977.8pp | 718.14%-718.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $300 | $3,068-90.2% | $2,800-89.3% | $4,779-93.7% |
| Participant deferral / active EE | $1,629 | $4,050-59.8% | $3,704-56.0% | $5,609-70.9% |
| Admin fee / account holder | $427 | $5,907-92.8% | $5,113-91.6% | $10,827-96.1% |