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 | $82,877 | $217,402-61.9% | $185,823-55.4% | $167,490-50.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.94% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,007 | $5,873-65.8% | $5,167-61.2% | $4,837-58.5% |
| Participant deferral / active EE | $3,000 | $6,356-52.8% | $5,568-46.1% | $6,341-52.7% |
| Admin fee / account holder | $686 | $19,811-96.5% | $16,237-95.8% | $12,309-94.4% |