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 | $28,564 | $105,181-72.8% | $159,436-82.1% | $85,850-66.7% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 14.95% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,213 | $3,318-63.4% | $4,829-74.9% | $2,565-52.7% |
| Participant deferral / active EE | $6,504 | $5,945+9.4% | $7,352-11.5% | $3,952+64.6% |
| Admin fee / account holder | $1,700 | $6,933-75.5% | $10,799-84.3% | $6,260-72.8% |