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 | $15,045 | $45,152-66.7% | $73,843-79.6% | $59,632-74.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 18.31% | 27.40%-9.1pp | 2267.84%-2249.5pp | 2041.28%-2023.0pp |
| Employer contribution / active EE | $530 | $1,902-72.1% | $2,787-81.0% | $2,203-75.9% |
| Participant deferral / active EE | $3,121 | $2,574+21.3% | $3,583-12.9% | $3,192-2.2% |
| Admin fee / account holder | $3,244 | $3,516-7.8% | $4,880-33.5% | $4,297-24.5% |