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 | $37,185 | $60,124-38.2% | $90,404-58.9% | $79,858-53.4% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 18.79% | 71.94%-53.1pp | 1293.02%-1274.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $333 | $2,068-83.9% | $3,262-89.8% | $2,471-86.5% |
| Participant deferral / active EE | $1,811 | $2,938-38.4% | $3,963-54.3% | $3,740-51.6% |
| Admin fee / account holder | $606 | $3,976-84.8% | $5,611-89.2% | $5,306-88.6% |