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 | $69,460 | $100,041-30.6% | $149,718-53.6% | $70,131-1.0% |
| Participation rate | 85.3% | 83.6%+1.7pp | 87.1%-1.8pp | 69.5%+15.8pp |
| Annual return | 14.70% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,832 | $3,662+86.6% | $5,445+25.5% | $2,342+191.6% |
| Participant deferral / active EE | $3,904 | $4,983-21.7% | $6,569-40.6% | $3,332+17.2% |
| Admin fee / account holder | $5,577 | $8,286-32.7% | $11,283-50.6% | $4,645+20.1% |