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 | $43,442 | $65,409-33.6% | $98,442-55.9% | $85,850-49.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 16.24% | 21.76%-5.5pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,264 | $2,168+50.6% | $2,960+10.3% | $2,565+27.2% |
| Participant deferral / active EE | $5,335 | $3,166+68.5% | $4,276+24.7% | $3,952+35.0% |
| Admin fee / account holder | $17,660 | $4,593+284.5% | $5,949+196.8% | $6,260+182.1% |