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 | $73,627 | $118,680-38.0% | $98,907-25.6% | $158,922-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.35% | 372.35%-356.0pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,069 | $3,333-37.9% | $2,689-23.0% | $4,761-56.5% |
| Participant deferral / active EE | $5,626 | $5,088+10.6% | $4,244+32.6% | $5,982-5.9% |
| Admin fee / account holder | $1,269 | $10,131-87.5% | $6,642-80.9% | $11,246-88.7% |