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 | $48,992 | $96,635-49.3% | $86,612-43.4% | $139,434-64.9% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.2pp |
| Annual return | 18.45% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,185 | $3,263-33.0% | $3,022-27.7% | $4,751-54.0% |
| Participant deferral / active EE | $5,512 | $4,836+14.0% | $4,438+24.2% | $6,710-17.9% |
| Admin fee / account holder | $2,202 | $6,408-65.6% | $5,614-60.8% | $11,403-80.7% |