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 | $49,040 | $51,638-5.0% | $68,368-28.3% | $82,448-40.5% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 14.00% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,636 | $2,047+77.7% | $2,649+37.3% | $2,551+42.5% |
| Participant deferral / active EE | $5,108 | $2,914+75.3% | $4,123+23.9% | $4,139+23.4% |
| Admin fee / account holder | $15,154 | $4,643+226.4% | $5,150+194.3% | $7,234+109.5% |