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 | $70,234 | $155,788-54.9% | $124,672-43.7% | $167,490-58.1% |
| Participation rate | 94.1% | 81.1%+13.0pp | 74.6%+19.5pp | 82.1%+12.0pp |
| Annual return | 19.44% | 17.97%+1.5pp | 5142.93%-5123.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,105 | $4,163-25.4% | $3,324-6.6% | $4,837-35.8% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $722 | $9,531-92.4% | $7,493-90.4% | $12,309-94.1% |