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 | $27,702 | $65,561-57.7% | $86,188-67.9% | $75,163-63.1% |
| Participation rate | 86.4% | 60.5%+25.9pp | 69.0%+17.4pp | 67.2%+19.2pp |
| Annual return | 17.49% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,082 | $1,553-30.3% | $2,380-54.6% | $2,670-59.5% |
| Participant deferral / active EE | $1,351 | $3,024-55.3% | $3,985-66.1% | $4,125-67.3% |
| Admin fee / account holder | $1,675 | $5,474-69.4% | $6,852-75.6% | $5,651-70.4% |