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 | $60,914 | $126,574-51.9% | $106,213-42.6% | $145,922-58.3% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 12.85% | 224.79%-211.9pp | 116.14%-103.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,521 | $3,730+48.0% | $3,171+74.1% | $4,660+18.5% |
| Participant deferral / active EE | $12,209 | $5,724+113.3% | $5,016+143.4% | $6,688+82.6% |
| Admin fee / account holder | $5,005 | $17,304-71.1% | $11,033-54.6% | $13,397-62.6% |