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 | $101,273 | $157,256-35.6% | $141,162-28.3% | $152,861-33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.24% | 64.32%-25.1pp | 71.39%-32.2pp | 345.32%-306.1pp |
| Employer contribution / active EE | $2,882 | $5,261-45.2% | $4,735-39.1% | $4,762-39.5% |
| Participant deferral / active EE | $5,228 | $7,109-26.5% | $6,709-22.1% | $5,850-10.6% |
| Admin fee / account holder | $10,833 | $12,120-10.6% | $10,261+5.6% | $11,596-6.6% |