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 | $81,413 | $144,119-43.5% | $117,854-30.9% | $147,584-44.8% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 15.81% | 531.15%-515.3pp | 335.08%-319.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,762 | $4,896-64.0% | $3,786-53.5% | $4,876-63.9% |
| Participant deferral / active EE | $2,761 | $5,316-48.1% | $4,482-38.4% | $5,439-49.2% |
| Admin fee / account holder | $17,277 | $10,886+58.7% | $8,020+115.4% | $10,885+58.7% |