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 | $98,298 | $202,432-51.4% | $169,368-42.0% | $139,434-29.5% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 14.72% | 531.74%-517.0pp | 405.60%-390.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,827 | $4,692-39.7% | $4,013-29.5% | $4,751-40.5% |
| Participant deferral / active EE | $3,362 | $6,938-51.5% | $6,221-46.0% | $6,710-49.9% |
| Admin fee / account holder | $7,450 | $10,708-30.4% | $9,003-17.3% | $11,403-34.7% |