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 | $36,130 | $60,124-39.9% | $90,404-60.0% | $79,858-54.8% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 21.23% | 71.94%-50.7pp | 1293.02%-1271.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $634 | $2,068-69.4% | $3,262-80.6% | $2,471-74.4% |
| Participant deferral / active EE | $3,423 | $2,938+16.5% | $3,963-13.6% | $3,740-8.5% |
| Admin fee / account holder | $8,129 | $3,976+104.4% | $5,611+44.9% | $5,306+53.2% |