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 | $49,167 | $58,208-15.5% | $81,812-39.9% | $80,856-39.2% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.3%+19.7pp | 67.6%+24.4pp |
| Annual return | 13.47% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,301 | $2,340-1.7% | $2,912-21.0% | $2,755-16.5% |
| Participant deferral / active EE | $5,209 | $3,281+58.8% | $4,319+20.6% | $4,296+21.3% |
| Admin fee / account holder | $6,379 | $4,981+28.1% | $7,386-13.6% | $6,918-7.8% |