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 | $117,841-29.7% | $102,423-19.1% | $145,922-43.2% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 20.47% | 31.65%-11.2pp | 29.32%-8.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $5,699 | $3,615+57.7% | $3,023+88.5% | $4,660+22.3% |
| Participant deferral / active EE | $6,975 | $5,731+21.7% | $5,053+38.0% | $6,688+4.3% |
| Admin fee / account holder | $34,433 | $13,326+158.4% | $9,451+264.3% | $13,397+157.0% |