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 | $39,026 | $60,124-35.1% | $90,404-56.8% | $79,858-51.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 12.07% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,028 | $2,068-50.3% | $3,262-68.5% | $2,471-58.4% |
| Participant deferral / active EE | $3,161 | $2,938+7.6% | $3,963-20.2% | $3,740-15.5% |
| Admin fee / account holder | $11,896 | $3,976+199.2% | $5,611+112.0% | $5,306+124.2% |