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 | $30,466 | $58,828-48.2% | $77,999-60.9% | $62,891-51.6% |
| Participation rate | 96.0% | 71.1%+24.9pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | 9.29% | 17.16%-7.9pp | 425.96%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,636 | $1,672+237.2% | $2,470+128.2% | $2,281+147.1% |
| Participant deferral / active EE | $9,322 | $2,686+247.1% | $3,497+166.6% | $3,203+191.0% |
| Admin fee / account holder | $3,515 | $4,393-20.0% | $5,480-35.9% | $4,296-18.2% |