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 | $63,138 | $137,414-54.1% | $189,513-66.7% | $85,850-26.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 14.69% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,228 | $4,344-48.7% | $6,162-63.8% | $2,565-13.1% |
| Participant deferral / active EE | $5,075 | $6,260-18.9% | $8,221-38.3% | $3,952+28.4% |
| Admin fee / account holder | $2,786 | $8,630-67.7% | $12,045-76.9% | $6,260-55.5% |