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 | $34,073 | $57,281-40.5% | $86,612-60.7% | $75,163-54.7% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 16.45% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,192 | $2,314-5.3% | $3,022-27.5% | $2,670-17.9% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $712 | $4,112-82.7% | $5,614-87.3% | $5,651-87.4% |