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 | $34,077 | $144,119-76.4% | $117,854-71.1% | $147,584-76.9% |
| Participation rate | 95.0% | 83.4%+11.6pp | 79.7%+15.3pp | 82.8%+12.2pp |
| Annual return | 14.92% | 531.15%-516.2pp | 335.08%-320.2pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,048 | $4,896-78.6% | $3,786-72.3% | $4,876-78.5% |
| Participant deferral / active EE | $1,783 | $5,316-66.5% | $4,482-60.2% | $5,439-67.2% |
| Admin fee / account holder | $7,744 | $10,886-28.9% | $8,020-3.4% | $10,885-28.9% |