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 | $68,062 | $95,416-28.7% | $185,823-63.4% | $85,850-20.7% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 20.67% | 23.59%-2.9pp | 122.05%-101.4pp | 318.53%-297.9pp |
| Employer contribution / active EE | $1,170 | $3,314-64.7% | $5,167-77.3% | $2,565-54.4% |
| Participant deferral / active EE | $1,582 | $3,423-53.8% | $5,568-71.6% | $3,952-60.0% |
| Admin fee / account holder | $5,562 | $7,213-22.9% | $16,237-65.7% | $6,260-11.2% |