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 | $36,701 | $209,411-82.5% | $178,490-79.4% | $158,922-76.9% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 12.68% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,155 | $5,706-62.2% | $5,011-57.0% | $4,761-54.7% |
| Participant deferral / active EE | $5,397 | $5,954-9.4% | $5,202+3.8% | $5,982-9.8% |
| Admin fee / account holder | $2,472 | $17,074-85.5% | $13,984-82.3% | $11,246-78.0% |