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 | $32,742 | $57,281-42.8% | $86,612-62.2% | $75,163-56.4% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 16.62% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,606 | $2,314-30.6% | $3,022-46.8% | $2,670-39.8% |
| Participant deferral / active EE | $4,847 | $3,318+46.1% | $4,438+9.2% | $4,125+17.5% |
| Admin fee / account holder | $8,368 | $4,112+103.5% | $5,614+49.1% | $5,651+48.1% |