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 | $28,491 | $48,570-41.3% | $130,648-78.2% | $72,985-61.0% |
| Participation rate | 95.0% | 58.6%+36.4pp | 71.7%+23.3pp | 69.5%+25.5pp |
| Annual return | 20.01% | 38.63%-18.6pp | 1708.96%-1688.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,856 | $1,334+114.0% | $4,092-30.2% | $2,440+17.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $576 | $3,549-83.8% | $5,464-89.5% | $5,124-88.8% |