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 | $48,494 | $102,317-52.6% | $146,958-67.0% | $80,856-40.0% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 16.75% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,357 | $3,713-63.4% | $4,933-72.5% | $2,755-50.7% |
| Participant deferral / active EE | $3,441 | $6,644-48.2% | $8,070-57.4% | $4,296-19.9% |
| Admin fee / account holder | $2,478 | $7,941-68.8% | $12,998-80.9% | $6,918-64.2% |