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 | $50,541 | $98,750-48.8% | $149,696-66.2% | $79,858-36.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 19.16% | 27.43%-8.3pp | 276.60%-257.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,769 | $3,216-45.0% | $4,644-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $4,203 | $5,680-26.0% | $6,842-38.6% | $3,740+12.4% |
| Admin fee / account holder | $7,218 | $6,053+19.3% | $9,309-22.5% | $5,306+36.0% |