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 8-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 | $40,629 | $58,208-30.2% | $81,812-50.3% | $80,856-49.8% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 12.43% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,550 | $2,340+9.0% | $2,912-12.4% | $2,755-7.4% |
| Participant deferral / active EE | $3,496 | $3,281+6.6% | $4,319-19.0% | $4,296-18.6% |
| Admin fee / account holder | $1,187 | $4,981-76.2% | $7,386-83.9% | $6,918-82.8% |