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 | $42,311 | $102,317-58.6% | $146,958-71.2% | $80,856-47.7% |
| Participation rate | 87.3% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,466 | $3,713+20.3% | $4,933-9.5% | $2,755+62.1% |
| Participant deferral / active EE | $8,190 | $6,644+23.3% | $8,070+1.5% | $4,296+90.6% |
| Admin fee / account holder | $3,156 | $7,941-60.3% | $12,998-75.7% | $6,918-54.4% |