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 | $22,535 | $27,915-19.3% | $58,482-61.5% | $75,163-70.0% |
| Participation rate | 73.4% | 38.8%+34.6pp | 50.9%+22.6pp | 67.2%+6.2pp |
| Annual return | 18.02% | 44.20%-26.2pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,167 | $669+74.4% | $1,053+10.8% | $2,670-56.3% |
| Participant deferral / active EE | $2,085 | $1,201+73.5% | $1,924+8.4% | $4,125-49.5% |
| Admin fee / account holder | $1,095 | $1,726-36.5% | $2,516-56.5% | $5,651-80.6% |