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 | $70,477 | $165,912-57.5% | $122,332-42.4% | $147,584-52.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.70% | 34.55%-16.9pp | 30.27%-12.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,272 | $5,754-8.4% | $4,050+30.2% | $4,876+8.1% |
| Participant deferral / active EE | $7,776 | $4,005+94.1% | $3,287+136.6% | $5,439+43.0% |
| Admin fee / account holder | $451 | $7,424-93.9% | $5,478-91.8% | $10,885-95.9% |