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 9-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 | $70,133 | $108,912-35.6% | $100,383-30.1% | $145,959-52.0% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 18.27% | 57.96%-39.7pp | 49.26%-31.0pp | 561.95%-543.7pp |
| Employer contribution / active EE | $3,434 | $4,423-22.3% | $3,944-12.9% | $4,661-26.3% |
| Participant deferral / active EE | $10,702 | $8,451+26.6% | $8,086+32.4% | $6,689+60.0% |
| Admin fee / account holder | $22,548 | $9,690+132.7% | $7,900+185.4% | $13,398+68.3% |