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 | $38,239 | $52,279-26.9% | $89,391-57.2% | $79,858-52.1% |
| Participation rate | 75.9% | 57.5%+18.3pp | 68.0%+7.9pp | 69.6%+6.2pp |
| Annual return | 22.03% | 22.16%-0.1pp | 245.62%-223.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,546 | $1,572+189.3% | $2,586+75.8% | $2,471+84.0% |
| Participant deferral / active EE | $6,568 | $2,740+139.7% | $3,890+68.9% | $3,740+75.6% |
| Admin fee / account holder | $2,105 | $3,356-37.3% | $4,881-56.9% | $5,306-60.3% |