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 | $82,879 | $117,859-29.7% | $102,438-19.1% | $145,959-43.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 20.47% | 31.72%-11.2pp | 29.37%-8.9pp | 561.95%-541.5pp |
| Employer contribution / active EE | $5,699 | $3,615+57.7% | $3,024+88.5% | $4,661+22.3% |
| Participant deferral / active EE | $6,975 | $5,732+21.7% | $5,054+38.0% | $6,689+4.3% |
| Admin fee / account holder | $34,433 | $13,318+158.5% | $9,448+264.5% | $13,398+157.0% |