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 | $94,033 | $157,256-40.2% | $141,162-33.4% | $152,861-38.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.60% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,906 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $6,273 | $7,109-11.8% | $6,709-6.5% | $5,850+7.2% |
| Admin fee / account holder | $2,069 | $12,120-82.9% | $10,261-79.8% | $11,596-82.2% |