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 | $49,356 | $102,317-51.8% | $146,958-66.4% | $80,856-39.0% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 12.27% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,511 | $3,713-59.3% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $5,670 | $6,644-14.7% | $8,070-29.7% | $4,296+32.0% |
| Admin fee / account holder | $1,677 | $7,941-78.9% | $12,998-87.1% | $6,918-75.8% |