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 3-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 | $10,312 | $70,756-85.4% | $65,493-84.3% | $142,382-92.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 25.37% | 1754.89%-1729.5pp | 982.45%-957.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $585 | $2,881-79.7% | $2,574-77.3% | $4,299-86.4% |
| Participant deferral / active EE | $2,459 | $4,637-47.0% | $3,961-37.9% | $6,507-62.2% |
| Admin fee / account holder | $640 | $6,559-90.2% | $5,028-87.3% | $12,624-94.9% |