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 | $41,561 | $65,409-36.5% | $98,442-57.8% | $85,850-51.6% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.3%+21.4pp |
| Annual return | 16.62% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,227 | $2,168+2.7% | $2,960-24.7% | $2,565-13.2% |
| Participant deferral / active EE | $3,045 | $3,166-3.8% | $4,276-28.8% | $3,952-23.0% |
| Admin fee / account holder | $10,667 | $4,593+132.3% | $5,949+79.3% | $6,260+70.4% |