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 | $48,325 | $60,124-19.6% | $90,404-46.5% | $79,858-39.5% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 15.57% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,256 | $2,068+57.5% | $3,262-0.2% | $2,471+31.8% |
| Participant deferral / active EE | $6,596 | $2,938+124.5% | $3,963+66.4% | $3,740+76.4% |
| Admin fee / account holder | $11,609 | $3,976+191.9% | $5,611+106.9% | $5,306+118.8% |