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 | $46,235 | $85,202-45.7% | $172,739-73.2% | $72,985-36.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 20.48% | 27.32%-6.8pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,992 | $3,324-40.1% | $5,143-61.3% | $2,440-18.3% |
| Participant deferral / active EE | $8,747 | $3,260+168.3% | $5,198+68.3% | $3,607+142.5% |
| Admin fee / account holder | $6,151 | $5,884+4.5% | $13,954-55.9% | $5,124+20.0% |