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 3-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 | $38,509 | $54,705-29.6% | $71,209-45.9% | $84,808-54.6% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 48.45% | 35.90%+12.6pp | 282.51%-234.1pp | 40.90%+7.6pp |
| Employer contribution / active EE | $4,178 | $2,158+93.6% | $2,721+53.5% | $2,631+58.8% |
| Participant deferral / active EE | $3,795 | $3,030+25.2% | $4,175-9.1% | $4,212-9.9% |
| Admin fee / account holder | $2,056 | $4,863-57.7% | $5,349-61.6% | $7,344-72.0% |