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 | $30,120 | $102,317-70.6% | $146,958-79.5% | $80,856-62.7% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 12.16% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,710 | $3,713-53.9% | $4,933-65.3% | $2,755-37.9% |
| Participant deferral / active EE | $4,309 | $6,644-35.1% | $8,070-46.6% | $4,296+0.3% |
| Admin fee / account holder | $846 | $7,941-89.3% | $12,998-93.5% | $6,918-87.8% |