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 | $25,882 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 88.7% | 46.9%+41.8pp | 55.6%+33.1pp | 68.1%+20.6pp |
| Annual return | 16.49% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,613 | $586+175.0% | $914+76.4% | $2,551-36.8% |
| Participant deferral / active EE | $2,694 | $1,171+130.0% | $1,790+50.5% | $4,139-34.9% |
| Admin fee / account holder | $2,344 | $1,962+19.5% | $2,495-6.0% | $7,234-67.6% |