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 | $25,930 | $108,642-76.1% | $74,701-65.3% | $152,861-83.0% |
| Participation rate | 89.5% | 65.3%+24.1pp | 54.5%+35.0pp | 82.4%+7.0pp |
| Annual return | 9.17% | 114.06%-104.9pp | 752.92%-743.8pp | 345.32%-336.1pp |
| Employer contribution / active EE | $575 | $1,503-61.8% | $1,084-47.0% | $4,762-87.9% |
| Participant deferral / active EE | $2,368 | $2,712-12.7% | $1,964+20.6% | $5,850-59.5% |
| Admin fee / account holder | $1,781 | $4,902-63.7% | $3,333-46.6% | $11,596-84.6% |