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 | $52,874 | $83,337-36.6% | $67,834-22.1% | $273,961-80.7% |
| Participation rate | 93.3% | 76.4%+16.9pp | 68.8%+24.5pp | 83.0%+10.3pp |
| Annual return | 16.33% | 259.45%-243.1pp | 138.47%-122.1pp | 41.45%-25.1pp |
| Employer contribution / active EE | $1,853 | $3,287-43.6% | $2,403-22.9% | $4,869-61.9% |
| Participant deferral / active EE | $6,031 | $4,088+47.5% | $3,160+90.9% | $5,287+14.1% |
| Admin fee / account holder | $2,458 | $6,752-63.6% | $4,622-46.8% | $10,132-75.7% |