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 | $86,542 | $117,841-26.6% | $102,423-15.5% | $145,922-40.7% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 13.61% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,691 | $3,615+57.4% | $3,023+88.2% | $4,660+22.1% |
| Participant deferral / active EE | $4,158 | $5,731-27.4% | $5,053-17.7% | $6,688-37.8% |
| Admin fee / account holder | $3,132 | $13,326-76.5% | $9,451-66.9% | $13,397-76.6% |