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 | $23,835 | $48,795-51.2% | $65,493-63.6% | $84,808-71.9% |
| Participation rate | 96.7% | 67.0%+29.7pp | 73.1%+23.6pp | 68.3%+28.4pp |
| Annual return | 20.59% | 20.20%+0.4pp | 982.45%-961.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,148 | $1,930+63.1% | $2,574+22.3% | $2,631+19.7% |
| Participant deferral / active EE | $4,913 | $2,928+67.8% | $3,961+24.0% | $4,212+16.7% |
| Admin fee / account holder | $3,011 | $3,877-22.3% | $5,028-40.1% | $7,344-59.0% |