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 | $30,821 | $105,181-70.7% | $159,436-80.7% | $85,850-64.1% |
| Participation rate | 92.7% | 75.8%+17.0pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 18.91% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $2,773 | $3,318-16.4% | $4,829-42.6% | $2,565+8.1% |
| Participant deferral / active EE | $5,123 | $5,945-13.8% | $7,352-30.3% | $3,952+29.6% |
| Admin fee / account holder | $2,595 | $6,933-62.6% | $10,799-76.0% | $6,260-58.5% |