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 | $43,401 | $105,181-58.7% | $159,436-72.8% | $85,850-49.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 17.18% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,829 | $3,318-14.8% | $4,829-41.4% | $2,565+10.3% |
| Participant deferral / active EE | $3,470 | $5,945-41.6% | $7,352-52.8% | $3,952-12.2% |
| Admin fee / account holder | $1,109 | $6,933-84.0% | $10,799-89.7% | $6,260-82.3% |