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 | $28,277 | $29,319-3.6% | $52,425-46.1% | $82,448-65.7% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 19.89% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.8pp |
| Employer contribution / active EE | $987 | $586+68.2% | $914+7.9% | $2,551-61.3% |
| Participant deferral / active EE | $1,616 | $1,171+37.9% | $1,790-9.8% | $4,139-61.0% |
| Admin fee / account holder | $414 | $1,962-78.9% | $2,495-83.4% | $7,234-94.3% |