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 | $54,673 | $159,602-65.7% | $150,045-63.6% | $142,382-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.42% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,327 | $4,961+67.9% | $4,693+77.4% | $4,299+93.7% |
| Participant deferral / active EE | $6,813 | $8,310-18.0% | $7,997-14.8% | $6,507+4.7% |
| Admin fee / account holder | $1,759 | $14,846-88.2% | $13,435-86.9% | $12,624-86.1% |