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 | $27,704 | $65,561-57.7% | $86,188-67.9% | $75,163-63.1% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 17.42% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,443 | $1,553+57.3% | $2,380+2.6% | $2,670-8.5% |
| Participant deferral / active EE | $2,201 | $3,024-27.2% | $3,985-44.8% | $4,125-46.7% |
| Admin fee / account holder | $864 | $5,474-84.2% | $6,852-87.4% | $5,651-84.7% |