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 | $52,195 | $105,181-50.4% | $159,436-67.3% | $85,850-39.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 14.60% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,895 | $3,318-12.8% | $4,829-40.1% | $2,565+12.9% |
| Participant deferral / active EE | $8,977 | $5,945+51.0% | $7,352+22.1% | $3,952+127.2% |
| Admin fee / account holder | $689 | $6,933-90.1% | $10,799-93.6% | $6,260-89.0% |