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 | $45,225 | $58,208-22.3% | $81,812-44.7% | $80,856-44.1% |
| Participation rate | 86.2% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 10.86% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,139 | $2,340-51.3% | $2,912-60.9% | $2,755-58.6% |
| Participant deferral / active EE | $4,916 | $3,281+49.8% | $4,319+13.8% | $4,296+14.4% |
| Admin fee / account holder | $4,179 | $4,981-16.1% | $7,386-43.4% | $6,918-39.6% |