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 | $50,071 | $117,841-57.5% | $102,423-51.1% | $145,922-65.7% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 17.75% | 31.65%-13.9pp | 29.32%-11.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,456 | $3,615-4.4% | $3,023+14.3% | $4,660-25.8% |
| Participant deferral / active EE | $9,568 | $5,731+67.0% | $5,053+89.3% | $6,688+43.1% |
| Admin fee / account holder | $7,172 | $13,326-46.2% | $9,451-24.1% | $13,397-46.5% |