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 | $40,766 | $96,635-57.8% | $86,612-52.9% | $139,434-70.8% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 15.22% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,058 | $3,263-36.9% | $3,022-31.9% | $4,751-56.7% |
| Participant deferral / active EE | $3,997 | $4,836-17.3% | $4,438-9.9% | $6,710-40.4% |
| Admin fee / account holder | $11,248 | $6,408+75.5% | $5,614+100.3% | $11,403-1.4% |