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 | $35,996 | $65,561-45.1% | $86,188-58.2% | $75,163-52.1% |
| Participation rate | 76.4% | 60.5%+15.9pp | 69.0%+7.4pp | 67.2%+9.2pp |
| Annual return | 14.95% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,074 | $1,553+98.0% | $2,380+29.1% | $2,670+15.1% |
| Participant deferral / active EE | $4,729 | $3,024+56.4% | $3,985+18.7% | $4,125+14.6% |
| Admin fee / account holder | $1,962 | $5,474-64.1% | $6,852-71.4% | $5,651-65.3% |