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 | $64,988 | $176,056-63.1% | $159,436-59.2% | $167,490-61.2% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 14.76% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,857 | $5,297-46.1% | $4,829-40.8% | $4,837-40.9% |
| Participant deferral / active EE | $9,837 | $7,750+26.9% | $7,352+33.8% | $6,341+55.1% |
| Admin fee / account holder | $2,837 | $12,554-77.4% | $10,799-73.7% | $12,309-77.0% |