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 | $46,036 | $99,652-53.8% | $78,778-41.6% | $147,584-68.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 13.60% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,659 | $2,796-40.6% | $1,986-16.4% | $4,876-66.0% |
| Participant deferral / active EE | $4,155 | $3,664+13.4% | $2,958+40.5% | $5,439-23.6% |
| Admin fee / account holder | $2,771 | $7,155-61.3% | $5,134-46.0% | $10,885-74.5% |