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 | $24,900 | $27,915-10.8% | $58,482-57.4% | $75,163-66.9% |
| Participation rate | 92.9% | 38.8%+54.0pp | 50.9%+42.0pp | 67.2%+25.7pp |
| Annual return | 17.71% | 44.20%-26.5pp | 4239.32%-4221.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,000 | $669+49.4% | $1,053-5.1% | $2,670-62.6% |
| Participant deferral / active EE | $3,165 | $1,201+163.5% | $1,924+64.5% | $4,125-23.3% |
| Admin fee / account holder | $1,534 | $1,726-11.1% | $2,516-39.0% | $5,651-72.9% |