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 | $53,488 | $64,324-16.8% | $118,925-55.0% | $79,858-33.0% |
| Participation rate | 78.1% | 64.9%+13.3pp | 75.4%+2.7pp | 69.6%+8.5pp |
| Annual return | 13.59% | 86.45%-72.9pp | 35.88%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,125 | $1,836+70.2% | $3,263-4.2% | $2,471+26.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $301 | $4,040-92.6% | $6,581-95.4% | $5,306-94.3% |