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 | $42,380 | $49,922-15.1% | $80,569-47.4% | $75,163-43.6% |
| Participation rate | 90.5% | 55.3%+35.2pp | 67.0%+23.5pp | 67.2%+23.3pp |
| Annual return | 26.54% | 34.69%-8.1pp | 935.43%-908.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,713 | $1,698+59.8% | $2,723-0.4% | $2,670+1.6% |
| Participant deferral / active EE | $7,799 | $2,990+160.8% | $4,447+75.4% | $4,125+89.1% |
| Admin fee / account holder | $2,196 | $3,577-38.6% | $5,377-59.2% | $5,651-61.1% |