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 | $55,023 | $60,124-8.5% | $90,404-39.1% | $79,858-31.1% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 14.52% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,358 | $2,068+62.4% | $3,262+3.0% | $2,471+35.9% |
| Participant deferral / active EE | $3,140 | $2,938+6.9% | $3,963-20.8% | $3,740-16.0% |
| Admin fee / account holder | $3,203 | $3,976-19.5% | $5,611-42.9% | $5,306-39.6% |