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 | $24,971 | $106,890-76.6% | $84,015-70.3% | $152,861-83.7% |
| Participation rate | 82.6% | 75.2%+7.4pp | 69.0%+13.6pp | 82.4%+0.2pp |
| Annual return | 21.38% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,999 | $2,734-26.9% | $1,983+0.8% | $4,762-58.0% |
| Participant deferral / active EE | $4,515 | $4,011+12.6% | $3,239+39.4% | $5,850-22.8% |
| Admin fee / account holder | $1,484 | $8,285-82.1% | $6,101-75.7% | $11,596-87.2% |