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 | $48,339 | $176,377-72.6% | $134,143-64.0% | $158,922-69.6% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 13.85% | 63.63%-49.8pp | 36.33%-22.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,481 | $5,040-50.8% | $3,704-33.0% | $4,761-47.9% |
| Participant deferral / active EE | $5,398 | $4,091+31.9% | $3,499+54.3% | $5,982-9.8% |
| Admin fee / account holder | $5,160 | $8,718-40.8% | $6,684-22.8% | $11,246-54.1% |