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 | $51,153 | $102,317-50.0% | $146,958-65.2% | $80,856-36.7% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 13.70% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,864 | $3,713-22.9% | $4,933-42.0% | $2,755+3.9% |
| Participant deferral / active EE | $5,377 | $6,644-19.1% | $8,070-33.4% | $4,296+25.2% |
| Admin fee / account holder | $2,891 | $7,941-63.6% | $12,998-77.8% | $6,918-58.2% |