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 | $57,449 | $165,984-65.4% | $164,813-65.1% | $145,922-60.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.50% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,700 | $5,273-48.8% | $4,341-37.8% | $4,660-42.1% |
| Participant deferral / active EE | $5,361 | $6,959-23.0% | $6,031-11.1% | $6,688-19.8% |
| Admin fee / account holder | $548 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |