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 | $70,534 | $198,466-64.5% | $170,442-58.6% | $147,584-52.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.30% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,546 | $6,184-58.8% | $5,433-53.1% | $4,876-47.8% |
| Participant deferral / active EE | $10,109 | $5,629+79.6% | $4,939+104.7% | $5,439+85.9% |
| Admin fee / account holder | $3,573 | $16,852-78.8% | $13,880-74.3% | $10,885-67.2% |