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 | $43,809 | $85,202-48.6% | $172,739-74.6% | $72,985-40.0% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.6%+3.7pp | 69.5%+16.9pp |
| Annual return | 35.37% | 27.32%+8.0pp | 802.84%-767.5pp | 81.00%-45.6pp |
| Employer contribution / active EE | $973 | $3,324-70.7% | $5,143-81.1% | $2,440-60.1% |
| Participant deferral / active EE | $4,065 | $3,260+24.7% | $5,198-21.8% | $3,607+12.7% |
| Admin fee / account holder | $1,249 | $5,884-78.8% | $13,954-91.1% | $5,124-75.6% |