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 | $64,315 | $99,079-35.1% | $77,999-17.5% | $273,961-76.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 5.52% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,540 | $3,308-23.2% | $2,470+2.8% | $4,869-47.8% |
| Participant deferral / active EE | $5,969 | $4,306+38.6% | $3,497+70.7% | $5,287+12.9% |
| Admin fee / account holder | $2,333 | $8,954-73.9% | $5,480-57.4% | $10,132-77.0% |