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 | $77,897 | $209,411-62.8% | $178,490-56.4% | $158,922-51.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.41% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,976 | $5,706+39.8% | $5,011+59.2% | $4,761+67.5% |
| Participant deferral / active EE | $5,451 | $5,954-8.5% | $5,202+4.8% | $5,982-8.9% |
| Admin fee / account holder | $2,757 | $17,074-83.9% | $13,984-80.3% | $11,246-75.5% |