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 | $36,822 | $183,519-79.9% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.30% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,100 | $5,313-22.8% | $4,672-12.3% | $4,660-12.0% |
| Participant deferral / active EE | $9,374 | $6,462+45.0% | $5,626+66.6% | $6,688+40.2% |
| Admin fee / account holder | $1,252 | $19,313-93.5% | $15,912-92.1% | $13,397-90.7% |