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 | $79,050 | $158,398-50.1% | $126,539-37.5% | $142,382-44.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 12.50% | 593.76%-581.3pp | 425.95%-413.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $100 | $4,650-97.8% | $3,674-97.3% | $4,299-97.7% |
| Participant deferral / active EE | $4,264 | $4,767-10.5% | $4,083+4.4% | $6,507-34.5% |
| Admin fee / account holder | $9,684 | $6,918+40.0% | $6,065+59.7% | $12,624-23.3% |