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 | $48,619 | $96,484-49.6% | $75,886-35.9% | $152,861-68.2% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.4%+10.4pp |
| Annual return | 36.27% | 33.98%+2.3pp | 30.76%+5.5pp | 345.32%-309.0pp |
| Employer contribution / active EE | $5,357 | $3,309+61.9% | $2,500+114.3% | $4,762+12.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,405 | $8,078-82.6% | $5,418-74.1% | $11,596-87.9% |