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 | $65,174 | $102,317-36.3% | $146,958-55.7% | $80,856-19.4% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 15.60% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,231 | $3,713-39.9% | $4,933-54.8% | $2,755-19.0% |
| Participant deferral / active EE | $3,683 | $6,644-44.6% | $8,070-54.4% | $4,296-14.3% |
| Admin fee / account holder | $1,582 | $7,941-80.1% | $12,998-87.8% | $6,918-77.1% |