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 | $46,224 | $63,346-27.0% | $92,233-49.9% | $70,131-34.1% |
| Participation rate | 95.9% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 18.88% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,427 | $2,471+38.7% | $3,679-6.9% | $2,342+46.3% |
| Participant deferral / active EE | $5,506 | $2,854+92.9% | $3,897+41.3% | $3,332+65.3% |
| Admin fee / account holder | $1,155 | $3,840-69.9% | $5,194-77.8% | $4,645-75.1% |