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 | $89,990 | $149,679-39.9% | $117,039-23.1% | $147,584-39.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 15.63% | 19.31%-3.7pp | 18.95%-3.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,294 | $4,937+47.7% | $3,785+92.7% | $4,876+49.6% |
| Participant deferral / active EE | $1,905 | $4,912-61.2% | $3,929-51.5% | $5,439-65.0% |
| Admin fee / account holder | $1,000 | $7,856-87.3% | $5,974-83.3% | $10,885-90.8% |