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 | $103,801 | $209,411-50.4% | $178,490-41.8% | $158,922-34.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.81% | 188.75%-181.9pp | 151.07%-144.3pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,700 | $5,706-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $12,170 | $5,954+104.4% | $5,202+134.0% | $5,982+103.4% |
| Admin fee / account holder | $685 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |