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 | $89,867 | $183,963-51.1% | $162,163-44.6% | $152,861-41.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.79% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,499 | $6,371-76.5% | $5,614-73.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,734 | $8,034-53.5% | $7,298-48.8% | $5,850-36.2% |
| Admin fee / account holder | $3,443 | $13,121-73.8% | $10,843-68.2% | $11,596-70.3% |