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 | $61,413 | $65,561-6.3% | $86,188-28.7% | $75,163-18.3% |
| Participation rate | 86.4% | 60.5%+26.0pp | 69.0%+17.5pp | 67.2%+19.2pp |
| Annual return | 16.36% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,029 | $1,553-33.7% | $2,380-56.8% | $2,670-61.4% |
| Participant deferral / active EE | $6,529 | $3,024+115.9% | $3,985+63.8% | $4,125+58.3% |
| Admin fee / account holder | $2,177 | $5,474-60.2% | $6,852-68.2% | $5,651-61.5% |