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 | $84,517 | $95,416-11.4% | $185,823-54.5% | $85,850-1.6% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 30.28% | 23.59%+6.7pp | 122.05%-91.8pp | 318.53%-288.3pp |
| Employer contribution / active EE | $3,245 | $3,314-2.1% | $5,167-37.2% | $2,565+26.5% |
| Participant deferral / active EE | $4,183 | $3,423+22.2% | $5,568-24.9% | $3,952+5.9% |
| Admin fee / account holder | $611 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |