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 | $53,423 | $63,346-15.7% | $92,233-42.1% | $70,131-23.8% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 13.74% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $6,379 | $2,471+158.1% | $3,679+73.4% | $2,342+172.3% |
| Participant deferral / active EE | $3,510 | $2,854+23.0% | $3,897-9.9% | $3,332+5.4% |
| Admin fee / account holder | $1,446 | $3,840-62.4% | $5,194-72.2% | $4,645-68.9% |