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 | $58,234-9.8% | $81,783-35.7% | $80,874-35.0% |
| Participation rate | 87.0% | 63.4%+23.5pp | 72.4%+14.6pp | 67.6%+19.3pp |
| Annual return | 15.49% | 41.70%-26.2pp | 775.05%-759.6pp | 35.62%-20.1pp |
| Employer contribution / active EE | $10,115 | $2,341+332.0% | $2,913+247.3% | $2,756+267.1% |
| Participant deferral / active EE | $16,947 | $3,283+416.2% | $4,320+292.3% | $4,297+294.4% |
| Admin fee / account holder | $9,613 | $4,982+93.0% | $7,380+30.3% | $6,935+38.6% |