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 | $45,629 | $110,809-58.8% | $86,874-47.5% | $167,490-72.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 71.6%+20.0pp | 82.1%+9.6pp |
| Annual return | 11.11% | 116.98%-105.9pp | 63.52%-52.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,227 | $3,244-62.2% | $2,495-50.8% | $4,837-74.6% |
| Participant deferral / active EE | $7,158 | $4,546+57.5% | $3,699+93.5% | $6,341+12.9% |
| Admin fee / account holder | $1,022 | $8,415-87.9% | $5,828-82.5% | $12,309-91.7% |