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 | $37,183 | $126,574-70.6% | $106,213-65.0% | $145,922-74.5% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 12.84% | 224.79%-212.0pp | 116.14%-103.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,258 | $3,730-39.5% | $3,171-28.8% | $4,660-51.5% |
| Participant deferral / active EE | $3,613 | $5,724-36.9% | $5,016-28.0% | $6,688-46.0% |
| Admin fee / account holder | $4,204 | $17,304-75.7% | $11,033-61.9% | $13,397-68.6% |