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 | $104,064 | $155,788-33.2% | $124,672-16.5% | $167,490-37.9% |
| Participation rate | 94.7% | 81.1%+13.6pp | 74.6%+20.1pp | 82.1%+12.6pp |
| Annual return | 10.55% | 17.97%-7.4pp | 5142.93%-5132.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,501 | $4,163-39.9% | $3,324-24.7% | $4,837-48.3% |
| Participant deferral / active EE | $1,643 | $5,673-71.0% | $4,614-64.4% | $6,341-74.1% |
| Admin fee / account holder | $2,905 | $9,531-69.5% | $7,493-61.2% | $12,309-76.4% |