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 | $32,412 | $58,208-44.3% | $81,812-60.4% | $80,856-59.9% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 13.84% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,662 | $2,340+13.8% | $2,912-8.6% | $2,755-3.4% |
| Participant deferral / active EE | $5,558 | $3,281+69.4% | $4,319+28.7% | $4,296+29.4% |
| Admin fee / account holder | $5,160 | $4,981+3.6% | $7,386-30.1% | $6,918-25.4% |