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 | $47,988 | $63,346-24.2% | $92,233-48.0% | $70,131-31.6% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 23.16% | 530.12%-507.0pp | 176.28%-153.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $4,465 | $2,471+80.7% | $3,679+21.4% | $2,342+90.6% |
| Participant deferral / active EE | $4,971 | $2,854+74.2% | $3,897+27.6% | $3,332+49.2% |
| Admin fee / account holder | $2,280 | $3,840-40.6% | $5,194-56.1% | $4,645-50.9% |