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 | $38,504 | $48,570-20.7% | $130,648-70.5% | $72,985-47.2% |
| Participation rate | 96.6% | 58.6%+38.0pp | 71.7%+24.8pp | 69.5%+27.1pp |
| Annual return | 23.98% | 38.63%-14.7pp | 1708.96%-1685.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $4,529 | $1,334+239.5% | $4,092+10.7% | $2,440+85.6% |
| Participant deferral / active EE | $2,309 | $2,384-3.1% | $3,603-35.9% | $3,607-36.0% |
| Admin fee / account holder | $435 | $3,549-87.7% | $5,464-92.0% | $5,124-91.5% |