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 | $77,768 | $226,064-65.6% | $182,532-57.4% | $152,861-49.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.25% | 192.51%-170.3pp | 148.54%-126.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,275 | $4,978-54.3% | $4,076-44.2% | $4,762-52.2% |
| Participant deferral / active EE | $6,429 | $6,368+1.0% | $5,524+16.4% | $5,850+9.9% |
| Admin fee / account holder | $8,453 | $10,703-21.0% | $8,592-1.6% | $11,596-27.1% |