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 | $36,263 | $96,635-62.5% | $86,612-58.1% | $139,434-74.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 18.87% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,369 | $3,263-27.4% | $3,022-21.6% | $4,751-50.1% |
| Participant deferral / active EE | $4,437 | $4,836-8.3% | $4,4380% | $6,710-33.9% |
| Admin fee / account holder | $1,082 | $6,408-83.1% | $5,614-80.7% | $11,403-90.5% |