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 | $85,749 | $209,411-59.1% | $178,490-52.0% | $158,922-46.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.61% | 188.75%-170.1pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,261 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $2,672 | $5,954-55.1% | $5,202-48.6% | $5,982-55.3% |
| Admin fee / account holder | $2,151 | $17,074-87.4% | $13,984-84.6% | $11,246-80.9% |