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 | $29,536 | $76,738-61.5% | $56,411-47.6% | $145,922-79.8% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 13.95% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $414 | $1,380-70.0% | $1,039-60.2% | $4,660-91.1% |
| Participant deferral / active EE | $1,732 | $2,623-34.0% | $1,952-11.3% | $6,688-74.1% |
| Admin fee / account holder | $2,119 | $3,334-36.4% | $2,829-25.1% | $13,397-84.2% |