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 | $48,581 | $98,750-50.8% | $149,696-67.5% | $79,858-39.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,653 | $3,216-17.5% | $4,644-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $3,104 | $5,680-45.4% | $6,842-54.6% | $3,740-17.0% |
| Admin fee / account holder | $12,970 | $6,053+114.3% | $9,309+39.3% | $5,306+144.4% |