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 | $45,236 | $132,634-65.9% | $115,768-60.9% | $137,256-67.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.4%+13.8pp | 80.0%+8.3pp |
| Annual return | 12.09% | 160.70%-148.6pp | 100.46%-88.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,073 | $3,360-38.3% | $2,940-29.5% | $4,156-50.1% |
| Participant deferral / active EE | $2,849 | $5,619-49.3% | $4,917-42.0% | $6,407-55.5% |
| Admin fee / account holder | $436 | $15,028-97.1% | $12,439-96.5% | $12,270-96.4% |