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 | $47,329 | $56,053-15.6% | $75,972-37.7% | $80,856-41.5% |
| Participation rate | 92.4% | 62.0%+30.4pp | 69.1%+23.4pp | 67.6%+24.8pp |
| Annual return | 13.48% | 20.53%-7.1pp | 359.55%-346.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,257 | $1,874+233.9% | $2,685+133.1% | $2,755+127.1% |
| Participant deferral / active EE | $6,232 | $3,052+104.2% | $4,255+46.4% | $4,296+45.1% |
| Admin fee / account holder | $10,750 | $5,234+105.4% | $6,467+66.2% | $6,918+55.4% |