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 | $36,858 | $159,901-76.9% | $146,958-74.9% | $145,922-74.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 12.98% | 98.13%-85.1pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,356 | $5,286-55.4% | $4,933-52.2% | $4,660-49.4% |
| Participant deferral / active EE | $6,819 | $8,428-19.1% | $8,070-15.5% | $6,688+2.0% |
| Admin fee / account holder | $3,851 | $15,044-74.4% | $12,998-70.4% | $13,397-71.3% |