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 | $23,177 | $106,890-78.3% | $84,015-72.4% | $152,861-84.8% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 26.68% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $719 | $2,734-73.7% | $1,983-63.8% | $4,762-84.9% |
| Participant deferral / active EE | $3,062 | $4,011-23.7% | $3,239-5.5% | $5,850-47.7% |
| Admin fee / account holder | $630 | $8,285-92.4% | $6,101-89.7% | $11,596-94.6% |