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 | $59,704 | $121,625-50.9% | $104,607-42.9% | $158,922-62.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 11.68% | 465.26%-453.6pp | 340.46%-328.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,552 | $3,163-50.9% | $2,681-42.1% | $4,761-67.4% |
| Participant deferral / active EE | $13,061 | $4,177+212.7% | $3,740+249.3% | $5,982+118.3% |
| Admin fee / account holder | $939 | $7,787-87.9% | $6,473-85.5% | $11,246-91.7% |