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 | $54,264 | $105,181-48.4% | $159,436-66.0% | $85,850-36.8% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 15.63% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $4,390 | $3,318+32.3% | $4,829-9.1% | $2,565+71.1% |
| Participant deferral / active EE | $5,536 | $5,945-6.9% | $7,352-24.7% | $3,952+40.1% |
| Admin fee / account holder | $1,210 | $6,933-82.6% | $10,799-88.8% | $6,260-80.7% |