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 | $50,305 | $102,317-50.8% | $146,958-65.8% | $80,856-37.8% |
| Participation rate | 93.1% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 18.60% | 134.76%-116.2pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $4,008 | $3,713+8.0% | $4,933-18.7% | $2,755+45.5% |
| Participant deferral / active EE | $9,798 | $6,644+47.5% | $8,070+21.4% | $4,296+128.1% |
| Admin fee / account holder | $684 | $7,941-91.4% | $12,998-94.7% | $6,918-90.1% |