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 | $77,721 | $198,466-60.8% | $170,442-54.4% | $147,584-47.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.70% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,810 | $6,184-54.6% | $5,433-48.3% | $4,876-42.4% |
| Participant deferral / active EE | $9,633 | $5,629+71.1% | $4,939+95.0% | $5,439+77.1% |
| Admin fee / account holder | $7,744 | $16,852-54.0% | $13,880-44.2% | $10,885-28.9% |