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 | $40,811 | $30,400+34.2% | $53,898-24.3% | $84,808-51.9% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 16.66% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,733 | $603+187.5% | $932+85.9% | $2,631-34.1% |
| Participant deferral / active EE | $3,295 | $1,199+174.9% | $1,826+80.4% | $4,212-21.8% |
| Admin fee / account holder | $1,863 | $1,993-6.5% | $2,491-25.2% | $7,344-74.6% |