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 | $33,971 | $99,020-65.7% | $86,590-60.8% | $147,584-77.0% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 10.08% | 1312.34%-1302.3pp | 964.84%-954.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $361 | $3,132-88.5% | $2,839-87.3% | $4,876-92.6% |
| Participant deferral / active EE | $1,944 | $3,972-51.1% | $3,609-46.1% | $5,439-64.3% |
| Admin fee / account holder | $814 | $5,710-85.7% | $4,906-83.4% | $10,885-92.5% |