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 | $40,309 | $102,966-60.9% | $90,281-55.4% | $152,861-73.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 13.44% | 95.16%-81.7pp | 78.10%-64.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $3,734 | $3,139+19.0% | $2,854+30.8% | $4,762-21.6% |
| Participant deferral / active EE | $1,332 | $4,281-68.9% | $3,885-65.7% | $5,850-77.2% |
| Admin fee / account holder | $5,167 | $6,171-16.3% | $5,351-3.4% | $11,596-55.4% |