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 | $48,862 | $63,346-22.9% | $92,233-47.0% | $70,131-30.3% |
| Participation rate | 97.4% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+27.9pp |
| Annual return | 20.66% | 530.12%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,917 | $2,471-22.4% | $3,679-47.9% | $2,342-18.2% |
| Participant deferral / active EE | $3,717 | $2,854+30.2% | $3,897-4.6% | $3,332+11.6% |
| Admin fee / account holder | $449 | $3,840-88.3% | $5,194-91.4% | $4,645-90.3% |