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 | $49,207 | $58,208-15.5% | $81,812-39.9% | $80,856-39.1% |
| Participation rate | 90.8% | 63.4%+27.4pp | 72.3%+18.4pp | 67.6%+23.2pp |
| Annual return | 16.89% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,306 | $2,340-1.4% | $2,912-20.8% | $2,755-16.3% |
| Participant deferral / active EE | $5,459 | $3,281+66.4% | $4,319+26.4% | $4,296+27.1% |
| Admin fee / account holder | $2,983 | $4,981-40.1% | $7,386-59.6% | $6,918-56.9% |