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 | $79,190 | $109,327-27.6% | $89,391-11.4% | $158,922-50.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.71% | 345.68%-330.0pp | 245.62%-229.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,953 | $3,170-38.4% | $2,586-24.5% | $4,761-59.0% |
| Participant deferral / active EE | $5,507 | $4,598+19.8% | $3,890+41.6% | $5,982-7.9% |
| Admin fee / account holder | $1,588 | $6,153-74.2% | $4,881-67.5% | $11,246-85.9% |