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 | $25,523 | $210,648-87.9% | $177,989-85.7% | $145,922-82.5% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 14.71% | 385.86%-371.1pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,594 | $4,565-43.2% | $3,949-34.3% | $4,660-44.3% |
| Participant deferral / active EE | $3,882 | $6,958-44.2% | $6,276-38.2% | $6,688-42.0% |
| Admin fee / account holder | $1,723 | $12,013-85.7% | $10,363-83.4% | $13,397-87.1% |