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 | $52,720 | $99,079-46.8% | $77,999-32.4% | $273,961-80.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 7.39% | 217.93%-210.5pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $430 | $3,308-87.0% | $2,470-82.6% | $4,869-91.2% |
| Participant deferral / active EE | $2,865 | $4,306-33.5% | $3,497-18.1% | $5,287-45.8% |
| Admin fee / account holder | $504 | $8,954-94.4% | $5,480-90.8% | $10,132-95.0% |