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 | $14,080 | $58,234-75.8% | $81,783-82.8% | $80,874-82.6% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.4%+19.6pp | 67.6%+24.4pp |
| Annual return | 15.31% | 41.70%-26.4pp | 775.05%-759.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,787 | $2,341-23.7% | $2,913-38.7% | $2,756-35.2% |
| Participant deferral / active EE | $2,513 | $3,283-23.4% | $4,320-41.8% | $4,297-41.5% |
| Admin fee / account holder | $751 | $4,982-84.9% | $7,380-89.8% | $6,935-89.2% |