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 | $39,430 | $49,922-21.0% | $80,569-51.1% | $75,163-47.5% |
| Participation rate | 77.6% | 55.3%+22.3pp | 67.0%+10.6pp | 67.2%+10.4pp |
| Annual return | 14.58% | 34.69%-20.1pp | 935.43%-920.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,566 | $1,698+51.1% | $2,723-5.8% | $2,670-3.9% |
| Participant deferral / active EE | $5,237 | $2,990+75.1% | $4,447+17.7% | $4,125+26.9% |
| Admin fee / account holder | $12,960 | $3,577+262.3% | $5,377+141.0% | $5,651+129.3% |