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 | $67,128 | $165,912-59.5% | $122,332-45.1% | $147,584-54.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.07% | 34.55%-16.5pp | 30.27%-12.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,957 | $5,754-48.6% | $4,050-27.0% | $4,876-39.4% |
| Participant deferral / active EE | $4,788 | $4,005+19.5% | $3,287+45.7% | $5,439-12.0% |
| Admin fee / account holder | $9,065 | $7,424+22.1% | $5,478+65.5% | $10,885-16.7% |