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 | $39,668 | $63,346-37.4% | $92,233-57.0% | $70,131-43.4% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 12.87% | 530.12%-517.3pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,088 | $2,471+24.9% | $3,679-16.1% | $2,342+31.8% |
| Participant deferral / active EE | $4,963 | $2,854+73.9% | $3,897+27.4% | $3,332+49.0% |
| Admin fee / account holder | $1,661 | $3,840-56.7% | $5,194-68.0% | $4,645-64.2% |