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 | $60,169 | $152,587-60.6% | $125,175-51.9% | $152,861-60.6% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 21.82% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,694 | $4,946-65.8% | $3,865-56.2% | $4,762-64.4% |
| Participant deferral / active EE | $3,102 | $5,868-47.1% | $4,937-37.2% | $5,850-47.0% |
| Admin fee / account holder | $937 | $13,434-93.0% | $9,702-90.3% | $11,596-91.9% |