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 | $42,010 | $63,346-33.7% | $92,233-54.5% | $70,131-40.1% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 13.59% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $5,584 | $2,471+126.0% | $3,679+51.8% | $2,342+138.4% |
| Participant deferral / active EE | $4,257 | $2,854+49.2% | $3,897+9.2% | $3,332+27.8% |
| Admin fee / account holder | $1,939 | $3,840-49.5% | $5,194-62.7% | $4,645-58.2% |