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 | $51,008 | $78,422-35.0% | $95,952-46.8% | $79,858-36.1% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 23.01% | 19.37%+3.6pp | 91.61%-68.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,498 | $1,945+79.8% | $2,541+37.7% | $2,471+41.6% |
| Participant deferral / active EE | $12,040 | $3,440+250.0% | $4,167+189.0% | $3,740+221.9% |
| Admin fee / account holder | $9,021 | $5,622+60.5% | $6,795+32.8% | $5,306+70.0% |