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 | $48,104 | $70,669-31.9% | $169,368-71.6% | $75,163-36.0% |
| Participation rate | 94.7% | 64.8%+29.9pp | 77.1%+17.6pp | 67.2%+27.5pp |
| Annual return | 17.54% | 36.36%-18.8pp | 405.60%-388.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,022 | $2,211-8.5% | $4,013-49.6% | $2,670-24.3% |
| Participant deferral / active EE | $4,597 | $4,311+6.6% | $6,221-26.1% | $4,125+11.4% |
| Admin fee / account holder | $5,499 | $5,402+1.8% | $9,003-38.9% | $5,651-2.7% |