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 | $54,662 | $102,317-46.6% | $146,958-62.8% | $80,856-32.4% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 18.55% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $4,088 | $3,713+10.1% | $4,933-17.1% | $2,755+48.4% |
| Participant deferral / active EE | $7,714 | $6,644+16.1% | $8,070-4.4% | $4,296+79.6% |
| Admin fee / account holder | $5,102 | $7,941-35.8% | $12,998-60.7% | $6,918-26.2% |