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 | $44,787 | $124,281-64.0% | $109,143-59.0% | $167,490-73.3% |
| Participation rate | 95.8% | 79.4%+16.4pp | 75.9%+20.0pp | 82.1%+13.7pp |
| Annual return | 44.17% | 26.04%+18.1pp | 25.75%+18.4pp | 478.56%-434.4pp |
| Employer contribution / active EE | $2,336 | $4,207-44.5% | $3,722-37.2% | $4,837-51.7% |
| Participant deferral / active EE | $5,996 | $5,255+14.1% | $4,653+28.9% | $6,341-5.5% |
| Admin fee / account holder | $435 | $7,970-94.5% | $6,752-93.6% | $12,309-96.5% |