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 | $73,357 | $152,587-51.9% | $125,175-41.4% | $152,861-52.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.19% | 54.84%-30.7pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,366 | $4,946-52.2% | $3,865-38.8% | $4,762-50.3% |
| Participant deferral / active EE | $3,460 | $5,868-41.0% | $4,937-29.9% | $5,850-40.9% |
| Admin fee / account holder | $2,380 | $13,434-82.3% | $9,702-75.5% | $11,596-79.5% |