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 | $55,695 | $152,587-63.5% | $125,175-55.5% | $152,861-63.6% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.4%+13.4pp |
| Annual return | 19.53% | 54.84%-35.3pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,125 | $4,946-36.8% | $3,865-19.2% | $4,762-34.4% |
| Participant deferral / active EE | $1,799 | $5,868-69.3% | $4,937-63.6% | $5,850-69.2% |
| Admin fee / account holder | $1,271 | $13,434-90.5% | $9,702-86.9% | $11,596-89.0% |