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 | $48,771 | $115,770-57.9% | $101,248-51.8% | $158,922-69.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 13.50% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,406 | $4,175-18.4% | $3,660-6.9% | $4,761-28.5% |
| Participant deferral / active EE | $5,065 | $4,957+2.2% | $4,370+15.9% | $5,982-15.3% |
| Admin fee / account holder | $5,790 | $7,245-20.1% | $5,945-2.6% | $11,246-48.5% |