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 | $46,630 | $105,181-55.7% | $159,436-70.8% | $85,850-45.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 15.84% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,647 | $3,318+9.9% | $4,829-24.5% | $2,565+42.2% |
| Participant deferral / active EE | $7,926 | $5,945+33.3% | $7,352+7.8% | $3,952+100.6% |
| Admin fee / account holder | $3,652 | $6,933-47.3% | $10,799-66.2% | $6,260-41.7% |