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 | $37,525 | $54,705-31.4% | $71,209-47.3% | $84,808-55.8% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.8%+10.9pp | 68.3%+16.3pp |
| Annual return | 15.61% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,940 | $2,158+82.6% | $2,721+44.8% | $2,631+49.8% |
| Participant deferral / active EE | $8,348 | $3,030+175.5% | $4,175+100.0% | $4,212+98.2% |
| Admin fee / account holder | $10,805 | $4,863+122.2% | $5,349+102.0% | $7,344+47.1% |