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 | $34,848 | $65,561-46.8% | $86,188-59.6% | $75,163-53.6% |
| Participation rate | 85.5% | 60.5%+25.0pp | 69.0%+16.5pp | 67.2%+18.3pp |
| Annual return | 16.20% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.4pp |
| Employer contribution / active EE | $760 | $1,553-51.1% | $2,380-68.1% | $2,670-71.5% |
| Participant deferral / active EE | $4,021 | $3,024+33.0% | $3,985+0.9% | $4,125-2.5% |
| Admin fee / account holder | $778 | $5,474-85.8% | $6,852-88.6% | $5,651-86.2% |