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 | $39,998 | $105,126-62.0% | $94,646-57.7% | $139,434-71.3% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 24.60% | 38.03%-13.4pp | 156.71%-132.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,087 | $4,106-49.2% | $3,672-43.2% | $4,751-56.1% |
| Participant deferral / active EE | $5,009 | $7,599-34.1% | $7,418-32.5% | $6,710-25.4% |
| Admin fee / account holder | $305 | $8,984-96.6% | $7,231-95.8% | $11,403-97.3% |