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 | $66,717 | $109,982-39.3% | $97,226-31.4% | $145,922-54.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.83% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,864 | $3,084-39.6% | $2,729-31.7% | $4,660-60.0% |
| Participant deferral / active EE | $10,806 | $4,676+131.1% | $4,264+153.4% | $6,688+61.6% |
| Admin fee / account holder | $6,018 | $6,221-3.3% | $5,654+6.5% | $13,397-55.1% |