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 | $38,903 | $58,208-33.2% | $81,812-52.4% | $80,856-51.9% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 13.79% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,282 | $2,340-2.5% | $2,912-21.6% | $2,755-17.2% |
| Participant deferral / active EE | $2,619 | $3,281-20.2% | $4,319-39.4% | $4,296-39.0% |
| Admin fee / account holder | $5,551 | $4,981+11.4% | $7,386-24.8% | $6,918-19.8% |