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 | $91,705 | $232,540-60.6% | $185,117-50.5% | $147,584-37.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.29% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.3pp |
| Employer contribution / active EE | $975 | $5,195-81.2% | $4,182-76.7% | $4,876-80.0% |
| Participant deferral / active EE | $1,113 | $5,834-80.9% | $5,045-77.9% | $5,439-79.5% |
| Admin fee / account holder | $9,684 | $10,275-5.8% | $8,159+18.7% | $10,885-11.0% |