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 | $49,363 | $102,317-51.8% | $146,958-66.4% | $80,856-38.9% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 18.42% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,359 | $3,713-63.4% | $4,933-72.5% | $2,755-50.7% |
| Participant deferral / active EE | $7,987 | $6,644+20.2% | $8,070-1.0% | $4,296+85.9% |
| Admin fee / account holder | $4,512 | $7,941-43.2% | $12,998-65.3% | $6,918-34.8% |