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 | $52,421 | $63,346-17.2% | $92,233-43.2% | $70,131-25.3% |
| Participation rate | 87.2% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.7pp |
| Annual return | 12.59% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,875 | $2,471+16.4% | $3,679-21.9% | $2,342+22.8% |
| Participant deferral / active EE | $5,176 | $2,854+81.4% | $3,897+32.8% | $3,332+55.4% |
| Admin fee / account holder | $8,451 | $3,840+120.1% | $5,194+62.7% | $4,645+81.9% |