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 | $47,007 | $165,984-71.7% | $164,813-71.5% | $145,922-67.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 12.49% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,832 | $5,273-65.3% | $4,341-57.8% | $4,660-60.7% |
| Participant deferral / active EE | $2,306 | $6,959-66.9% | $6,031-61.8% | $6,688-65.5% |
| Admin fee / account holder | $940 | $16,648-94.4% | $12,690-92.6% | $13,397-93.0% |