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 | $34,529 | $53,127-35.0% | $86,590-60.1% | $70,131-50.8% |
| Participation rate | 91.8% | 65.3%+26.5pp | 73.5%+18.3pp | 69.5%+22.3pp |
| Annual return | 19.17% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,696 | $2,068+127.0% | $2,839+65.4% | $2,342+100.5% |
| Participant deferral / active EE | $6,404 | $2,696+137.5% | $3,609+77.5% | $3,332+92.2% |
| Admin fee / account holder | $1,416 | $3,585-60.5% | $4,906-71.1% | $4,645-69.5% |