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 | $46,380 | $65,561-29.3% | $86,188-46.2% | $75,163-38.3% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 16.39% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,977 | $1,553+27.3% | $2,380-17.0% | $2,670-26.0% |
| Participant deferral / active EE | $2,538 | $3,024-16.1% | $3,985-36.3% | $4,125-38.5% |
| Admin fee / account holder | $622 | $5,474-88.6% | $6,852-90.9% | $5,651-89.0% |