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 | $59,621 | $105,181-43.3% | $159,436-62.6% | $85,850-30.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 18.10% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,052 | $3,318-8.0% | $4,829-36.8% | $2,565+19.0% |
| Participant deferral / active EE | $9,524 | $5,945+60.2% | $7,352+29.5% | $3,952+141.0% |
| Admin fee / account holder | $6,654 | $6,933-4.0% | $10,799-38.4% | $6,260+6.3% |