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 | $30,400-14.9% | $53,898-52.0% | $84,808-69.5% |
| Participation rate | 88.7% | 46.4%+42.2pp | 55.0%+33.7pp | 68.3%+20.4pp |
| Annual return | 16.49% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,613 | $603+167.6% | $932+73.0% | $2,631-38.7% |
| Participant deferral / active EE | $2,694 | $1,199+124.8% | $1,826+47.5% | $4,212-36.0% |
| Admin fee / account holder | $2,344 | $1,993+17.6% | $2,491-5.9% | $7,344-68.1% |