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 | $44,231 | $203,436-78.3% | $152,466-71.0% | $167,490-73.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.2%+12.7pp | 82.1%+8.8pp |
| Annual return | 12.98% | 13.80%-0.8pp | 757.33%-744.3pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,926 | $5,220-44.0% | $4,327-32.4% | $4,837-39.5% |
| Participant deferral / active EE | $3,903 | $6,716-41.9% | $5,820-32.9% | $6,341-38.4% |
| Admin fee / account holder | $6,782 | $22,506-69.9% | $15,805-57.1% | $12,309-44.9% |