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 | $48,645 | $99,079-50.9% | $77,999-37.6% | $273,961-82.2% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.5%+19.7pp | 83.0%+12.2pp |
| Annual return | 5.18% | 217.93%-212.7pp | 425.96%-420.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $964 | $3,308-70.9% | $2,470-61.0% | $4,869-80.2% |
| Participant deferral / active EE | $4,154 | $4,306-3.5% | $3,497+18.8% | $5,287-21.4% |
| Admin fee / account holder | $533 | $8,954-94.0% | $5,480-90.3% | $10,132-94.7% |