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 | $75,926 | $115,770-34.4% | $101,248-25.0% | $158,922-52.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.40% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,928 | $4,175-5.9% | $3,660+7.3% | $4,761-17.5% |
| Participant deferral / active EE | $4,469 | $4,957-9.9% | $4,370+2.3% | $5,982-25.3% |
| Admin fee / account holder | $5,680 | $7,245-21.6% | $5,945-4.5% | $11,246-49.5% |