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 | $48,133 | $99,985-51.9% | $146,665-67.2% | $85,850-43.9% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 28.34% | 18.93%+9.4pp | 22.74%+5.6pp | 318.53%-290.2pp |
| Employer contribution / active EE | $5,489 | $2,559+114.5% | $4,136+32.7% | $2,565+114.0% |
| Participant deferral / active EE | $3,493 | $4,006-12.8% | $5,506-36.6% | $3,952-11.6% |
| Admin fee / account holder | $12,134 | $7,702+57.5% | $10,280+18.0% | $6,260+93.8% |