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 | $35,038 | $60,124-41.7% | $90,404-61.2% | $79,858-56.1% |
| Participation rate | 96.1% | 65.0%+31.1pp | 72.7%+23.4pp | 69.6%+26.4pp |
| Annual return | 14.38% | 71.94%-57.6pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $943 | $2,068-54.4% | $3,262-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $3,069 | $2,938+4.5% | $3,963-22.6% | $3,740-17.9% |
| Admin fee / account holder | $1,798 | $3,976-54.8% | $5,611-67.9% | $5,306-66.1% |