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 3-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 | $46,503 | $111,754-58.4% | $103,333-55.0% | $145,922-68.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.15% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,990 | $4,212+42.2% | $3,868+54.9% | $4,660+28.6% |
| Participant deferral / active EE | $14,709 | $5,619+161.8% | $5,057+190.8% | $6,688+119.9% |
| Admin fee / account holder | $14,789 | $9,750+51.7% | $8,355+77.0% | $13,397+10.4% |