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 | $20,261 | $65,409-69.0% | $98,442-79.4% | $85,850-76.4% |
| Participation rate | 91.8% | 65.0%+26.8pp | 73.3%+18.5pp | 69.3%+22.5pp |
| Annual return | 12.51% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $987 | $2,168-54.5% | $2,960-66.6% | $2,565-61.5% |
| Participant deferral / active EE | $2,224 | $3,166-29.8% | $4,276-48.0% | $3,952-43.7% |
| Admin fee / account holder | $492 | $4,593-89.3% | $5,949-91.7% | $6,260-92.1% |