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 | $60,292 | $118,680-49.2% | $98,907-39.0% | $158,922-62.1% |
| Participation rate | 95.0% | 77.8%+17.2pp | 76.0%+19.0pp | 82.0%+13.0pp |
| Annual return | 13.15% | 372.35%-359.2pp | 196.43%-183.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,500 | $3,333-25.0% | $2,689-7.0% | $4,761-47.5% |
| Participant deferral / active EE | $2,132 | $5,088-58.1% | $4,244-49.8% | $5,982-64.4% |
| Admin fee / account holder | $480 | $10,131-95.3% | $6,642-92.8% | $11,246-95.7% |