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 | $28,633 | $57,281-50.0% | $86,612-66.9% | $75,163-61.9% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 18.13% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,692 | $2,314+16.3% | $3,022-10.9% | $2,670+0.8% |
| Participant deferral / active EE | $5,147 | $3,318+55.1% | $4,438+16.0% | $4,125+24.8% |
| Admin fee / account holder | $1,349 | $4,112-67.2% | $5,614-76.0% | $5,651-76.1% |