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 | $102,066 | $179,726-43.2% | $156,263-34.7% | $142,382-28.3% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,500 | $5,069-50.7% | $4,333-42.3% | $4,299-41.8% |
| Participant deferral / active EE | $3,289 | $6,956-52.7% | $6,158-46.6% | $6,507-49.5% |
| Admin fee / account holder | $3,882 | $17,272-77.5% | $14,255-72.8% | $12,624-69.2% |