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 | $36,737 | $65,409-43.8% | $98,442-62.7% | $85,850-57.2% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.5pp | 69.3%+25.6pp |
| Annual return | 12.08% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,588 | $2,168+65.5% | $2,960+21.2% | $2,565+39.9% |
| Participant deferral / active EE | $2,441 | $3,166-22.9% | $4,276-42.9% | $3,952-38.2% |
| Admin fee / account holder | $762 | $4,593-83.4% | $5,949-87.2% | $6,260-87.8% |