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 | $21,165 | $60,124-64.8% | $90,404-76.6% | $79,858-73.5% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 14.30% | 71.94%-57.6pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,541 | $2,068-25.5% | $3,262-52.7% | $2,471-37.6% |
| Participant deferral / active EE | $2,359 | $2,938-19.7% | $3,963-40.5% | $3,740-36.9% |
| Admin fee / account holder | $1,887 | $3,976-52.6% | $5,611-66.4% | $5,306-64.4% |