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 | $54,495 | $108,642-49.8% | $74,701-27.0% | $152,861-64.4% |
| Participation rate | 76.9% | 65.3%+11.6pp | 54.5%+22.5pp | 82.4%-5.5pp |
| Annual return | 19.58% | 114.06%-94.5pp | 752.92%-733.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,028 | $1,503-31.6% | $1,084-5.1% | $4,762-78.4% |
| Participant deferral / active EE | $2,008 | $2,712-26.0% | $1,964+2.2% | $5,850-65.7% |
| Admin fee / account holder | $591 | $4,902-88.0% | $3,333-82.3% | $11,596-94.9% |