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 6-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 | $22,658 | $96,635-76.6% | $86,612-73.8% | $139,434-83.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 17.33% | 106.41%-89.1pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,743 | $3,263-46.6% | $3,022-42.3% | $4,751-63.3% |
| Participant deferral / active EE | $3,532 | $4,836-27.0% | $4,438-20.4% | $6,710-47.4% |
| Admin fee / account holder | $1,050 | $6,408-83.6% | $5,614-81.3% | $11,403-90.8% |