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 4-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 | $26,158 | $24,730+5.8% | $66,042-60.4% | $84,808-69.2% |
| Participation rate | 84.4% | 68.1%+16.3pp | 67.5%+16.9pp | 68.3%+16.1pp |
| Annual return | 15.71% | 79.55%-63.8pp | 52.11%-36.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,316 | $1,737+90.9% | $2,835+17.0% | $4,212-21.3% |
| Admin fee / account holder | $3,031 | $3,014+0.6% | $5,747-47.3% | $7,344-58.7% |