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 | $30,977 | $48,795-36.5% | $65,493-52.7% | $84,808-63.5% |
| Participation rate | 98.1% | 67.0%+31.1pp | 73.1%+25.0pp | 68.3%+29.8pp |
| Annual return | 15.53% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,816 | $1,930+45.9% | $2,574+9.4% | $2,631+7.0% |
| Participant deferral / active EE | $3,135 | $2,928+7.0% | $3,961-20.9% | $4,212-25.6% |
| Admin fee / account holder | $4,150 | $3,877+7.0% | $5,028-17.5% | $7,344-43.5% |