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 | $71,688 | $132,634-46.0% | $115,768-38.1% | $137,256-47.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.97% | 160.70%-142.7pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,275 | $3,360-32.3% | $2,940-22.6% | $4,156-45.3% |
| Participant deferral / active EE | $2,588 | $5,619-53.9% | $4,917-47.4% | $6,407-59.6% |
| Admin fee / account holder | $998 | $15,028-93.4% | $12,439-92.0% | $12,270-91.9% |