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 | $48,239 | $61,774-21.9% | $97,226-50.4% | $80,856-40.3% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.7%+23.7pp | 67.6%+28.8pp |
| Annual return | 10.84% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,464 | $1,837+143.1% | $2,729+63.6% | $2,755+62.1% |
| Participant deferral / active EE | $1,337 | $3,029-55.9% | $4,264-68.6% | $4,296-68.9% |
| Admin fee / account holder | $2,490 | $5,166-51.8% | $5,654-56.0% | $6,918-64.0% |