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 | $90,637 | $58,694+54.4% | $142,863-36.6% | $85,850+5.6% |
| Participation rate | 93.8% | 58.5%+35.3pp | 71.9%+21.8pp | 69.3%+24.4pp |
| Annual return | 21.43% | 27.72%-6.3pp | 5637.54%-5616.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,097 | $1,423-22.9% | $4,144-73.5% | $2,565-57.2% |
| Participant deferral / active EE | $2,851 | $2,607+9.3% | $3,837-25.7% | $3,952-27.9% |
| Admin fee / account holder | $10,591 | $4,239+149.8% | $6,560+61.4% | $6,260+69.2% |