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 | $43,157 | $99,652-56.7% | $78,778-45.2% | $147,584-70.8% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 12.12% | 47.28%-35.2pp | 35.62%-23.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,905 | $2,796+75.5% | $1,986+147.0% | $4,876+0.6% |
| Participant deferral / active EE | $3,054 | $3,664-16.6% | $2,958+3.2% | $5,439-43.8% |
| Admin fee / account holder | $1,137 | $7,155-84.1% | $5,134-77.8% | $10,885-89.6% |