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 | $47,659 | $91,190-47.7% | $178,490-73.3% | $79,858-40.3% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 15.64% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,546 | $3,256+101.1% | $5,011+30.7% | $2,471+164.9% |
| Participant deferral / active EE | $4,125 | $3,236+27.5% | $5,202-20.7% | $3,740+10.3% |
| Admin fee / account holder | $2,491 | $6,751-63.1% | $13,984-82.2% | $5,306-53.1% |