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 6-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 | $42,127 | $48,230-12.7% | $67,502-37.6% | $80,856-47.9% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.6%+29.4pp |
| Annual return | 17.79% | 18.28%-0.5pp | 3512.12%-3494.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,165 | $2,924+350.3% | $4,000+229.1% | $4,296+206.5% |
| Admin fee / account holder | $8,815 | $3,681+139.5% | $3,998+120.5% | $6,918+27.4% |