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 | $50,845 | $53,516-5.0% | $126,539-59.8% | $84,808-40.0% |
| Participation rate | 82.4% | 58.2%+24.1pp | 69.8%+12.5pp | 68.3%+14.0pp |
| Annual return | 16.27% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,156 | $1,535+105.7% | $3,674-14.1% | $2,631+20.0% |
| Participant deferral / active EE | $4,684 | $2,671+75.4% | $4,083+14.7% | $4,212+11.2% |
| Admin fee / account holder | $3,000 | $4,497-33.3% | $6,065-50.5% | $7,344-59.1% |