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 | $43,045 | $88,672-51.5% | $105,223-59.1% | $82,448-47.8% |
| Participation rate | 92.1% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+24.0pp |
| Annual return | 16.94% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $7,063 | $3,048+131.7% | $3,689+91.5% | $2,551+176.9% |
| Participant deferral / active EE | $3,931 | $4,036-2.6% | $5,072-22.5% | $4,139-5.0% |
| Admin fee / account holder | $1,980 | $7,146-72.3% | $8,859-77.6% | $7,234-72.6% |