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 | $30,629 | $30,400+0.8% | $53,898-43.2% | $84,808-63.9% |
| Participation rate | 84.4% | 46.4%+37.9pp | 55.0%+29.4pp | 68.3%+16.1pp |
| Annual return | 18.52% | 500.19%-481.7pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,579 | $603+162.0% | $932+69.4% | $2,631-40.0% |
| Participant deferral / active EE | $3,339 | $1,199+178.5% | $1,826+82.8% | $4,212-20.7% |
| Admin fee / account holder | $1,994 | $1,9930% | $2,491-20.0% | $7,344-72.9% |