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 | $84,390 | $165,335-49.0% | $149,696-43.6% | $158,922-46.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.91% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,324 | $5,103-34.9% | $4,644-28.4% | $4,761-30.2% |
| Participant deferral / active EE | $4,839 | $7,181-32.6% | $6,842-29.3% | $5,982-19.1% |
| Admin fee / account holder | $3,328 | $10,807-69.2% | $9,309-64.3% | $11,246-70.4% |