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 | $49,209 | $104,907-53.1% | $84,611-41.8% | $152,861-67.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 19.96% | 373.79%-353.8pp | 258.74%-238.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,076 | $3,302-37.1% | $2,652-21.7% | $4,762-56.4% |
| Participant deferral / active EE | $6,504 | $4,688+38.7% | $3,899+66.8% | $5,850+11.2% |
| Admin fee / account holder | $3,317 | $6,241-46.9% | $4,912-32.5% | $11,596-71.4% |