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 | $39,269 | $99,079-60.4% | $77,999-49.7% | $273,961-85.7% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 8.58% | 217.93%-209.3pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,939 | $3,308-11.2% | $2,470+19.0% | $4,869-39.6% |
| Participant deferral / active EE | $3,433 | $4,306-20.3% | $3,497-1.8% | $5,287-35.1% |
| Admin fee / account holder | $5,165 | $8,954-42.3% | $5,480-5.8% | $10,132-49.0% |