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 | $19,800 | $80,812-75.5% | $160,784-87.7% | $82,448-76.0% |
| Participation rate | 93.7% | 66.2%+27.4pp | 77.0%+16.7pp | 68.1%+25.6pp |
| Annual return | 14.72% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,595 | $2,174-26.6% | $3,733-57.3% | $2,551-37.5% |
| Participant deferral / active EE | $2,620 | $4,335-39.6% | $6,293-58.4% | $4,139-36.7% |
| Admin fee / account holder | $3,616 | $7,695-53.0% | $9,717-62.8% | $7,234-50.0% |