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 | $57,425 | $29,660+93.6% | $56,411+1.8% | $80,856-29.0% |
| Participation rate | 78.6% | 41.6%+36.9pp | 52.5%+26.1pp | 67.6%+10.9pp |
| Annual return | 12.18% | 35.23%-23.0pp | 1701.33%-1689.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,800 | $669+169.0% | $1,039+73.3% | $2,755-34.7% |
| Participant deferral / active EE | $5,220 | $1,226+325.8% | $1,952+167.4% | $4,296+21.5% |
| Admin fee / account holder | $854 | $2,428-64.8% | $2,829-69.8% | $6,918-87.7% |