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 | $47,797 | $57,281-16.6% | $86,612-44.8% | $75,163-36.4% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+15.0pp |
| Annual return | 19.30% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,062 | $2,314-10.9% | $3,022-31.8% | $2,670-22.8% |
| Participant deferral / active EE | $5,833 | $3,318+75.8% | $4,438+31.4% | $4,125+41.4% |
| Admin fee / account holder | $3,033 | $4,112-26.2% | $5,614-46.0% | $5,651-46.3% |