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 | $47,338 | $86,286-45.1% | $111,297-57.5% | $85,850-44.9% |
| Participation rate | 95.4% | 73.3%+22.1pp | 77.3%+18.1pp | 69.3%+26.1pp |
| Annual return | 19.43% | 19.99%-0.6pp | 54.65%-35.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,692 | $3,641+193.7% | $4,487+138.3% | $3,952+170.6% |
| Admin fee / account holder | $3,869 | $8,188-52.7% | $7,964-51.4% | $6,260-38.2% |