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 6-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 | $52,548 | $58,208-9.7% | $81,812-35.8% | $80,856-35.0% |
| Participation rate | 87.0% | 63.4%+23.5pp | 72.3%+14.6pp | 67.6%+19.3pp |
| Annual return | 15.49% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $10,115 | $2,340+332.3% | $2,912+247.3% | $2,755+267.2% |
| Participant deferral / active EE | $16,947 | $3,281+416.5% | $4,319+292.4% | $4,296+294.5% |
| Admin fee / account holder | $9,613 | $4,981+93.0% | $7,386+30.2% | $6,918+39.0% |