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 | $37,477 | $95,416-60.7% | $185,823-79.8% | $85,850-56.3% |
| Participation rate | 98.5% | 68.8%+29.7pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 28.44% | 23.59%+4.9pp | 122.05%-93.6pp | 318.53%-290.1pp |
| Employer contribution / active EE | $2,018 | $3,314-39.1% | $5,167-60.9% | $2,565-21.3% |
| Participant deferral / active EE | $2,791 | $3,423-18.5% | $5,568-49.9% | $3,952-29.4% |
| Admin fee / account holder | $1,822 | $7,213-74.7% | $16,237-88.8% | $6,260-70.9% |