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 | $53,410 | $29,660+80.1% | $56,411-5.3% | $80,856-33.9% |
| Participation rate | 92.7% | 41.6%+51.0pp | 52.5%+40.2pp | 67.6%+25.0pp |
| Annual return | 11.26% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,380 | $669+255.6% | $1,039+129.1% | $2,755-13.6% |
| Participant deferral / active EE | $6,005 | $1,226+389.8% | $1,952+207.7% | $4,296+39.8% |
| Admin fee / account holder | $7,499 | $2,428+208.9% | $2,829+165.1% | $6,918+8.4% |