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 | $88,987 | $201,272-55.8% | $184,203-51.7% | $145,922-39.0% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 15.14% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,754 | $7,022-32.3% | $6,427-26.0% | $4,660+2.0% |
| Participant deferral / active EE | $14,542 | $9,806+48.3% | $9,131+59.3% | $6,688+117.4% |
| Admin fee / account holder | $17,816 | $16,364+8.9% | $13,901+28.2% | $13,397+33.0% |