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 | $41,993 | $53,516-21.5% | $126,539-66.8% | $84,808-50.5% |
| Participation rate | 76.3% | 58.2%+18.1pp | 69.8%+6.5pp | 68.3%+8.0pp |
| Annual return | 16.08% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,178 | $1,535+41.9% | $3,674-40.7% | $2,631-17.2% |
| Participant deferral / active EE | $2,658 | $2,671-0.5% | $4,083-34.9% | $4,212-36.9% |
| Admin fee / account holder | $642 | $4,497-85.7% | $6,065-89.4% | $7,344-91.3% |