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 | $86,622 | $159,901-45.8% | $146,958-41.1% | $145,922-40.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.73% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,824 | $5,286-65.5% | $4,933-63.0% | $4,660-60.8% |
| Participant deferral / active EE | $8,513 | $8,428+1.0% | $8,070+5.5% | $6,688+27.3% |
| Admin fee / account holder | $14,078 | $15,044-6.4% | $12,998+8.3% | $13,397+5.1% |