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 | $56,346 | $159,934-64.8% | $147,005-61.7% | $145,959-61.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.30% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,520 | $5,287-33.4% | $4,934-28.7% | $4,661-24.5% |
| Participant deferral / active EE | $7,654 | $8,427-9.2% | $8,070-5.1% | $6,689+14.4% |
| Admin fee / account holder | $12,648 | $15,053-16.0% | $13,006-2.8% | $13,398-5.6% |