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 | $51,395 | $227,553-77.4% | $189,557-72.9% | $167,490-69.3% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.4%+17.0pp | 82.1%+13.3pp |
| Annual return | 14.97% | 78.40%-63.4pp | 64.17%-49.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,325 | $5,316-56.3% | $4,412-47.3% | $4,837-51.9% |
| Participant deferral / active EE | $4,080 | $7,002-41.7% | $6,174-33.9% | $6,341-35.7% |
| Admin fee / account holder | $2,560 | $11,878-78.4% | $9,807-73.9% | $12,309-79.2% |