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 | $72,416 | $111,724-35.2% | $93,606-22.6% | $145,922-50.4% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 14.66% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,570 | $3,090-49.2% | $2,420-35.1% | $4,660-66.3% |
| Participant deferral / active EE | $3,821 | $4,912-22.2% | $4,411-13.4% | $6,688-42.9% |
| Admin fee / account holder | $2,219 | $10,250-78.4% | $8,285-73.2% | $13,397-83.4% |