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 | $74,059 | $157,256-52.9% | $141,162-47.5% | $152,861-51.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.67% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,450 | $5,261-53.4% | $4,735-48.3% | $4,762-48.6% |
| Participant deferral / active EE | $8,511 | $7,109+19.7% | $6,709+26.9% | $5,850+45.5% |
| Admin fee / account holder | $12,517 | $12,120+3.3% | $10,261+22.0% | $11,596+7.9% |