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 | $59,425 | $198,466-70.1% | $170,442-65.1% | $147,584-59.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.63% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,368 | $6,184-45.5% | $5,433-38.0% | $4,876-30.9% |
| Participant deferral / active EE | $5,528 | $5,629-1.8% | $4,939+11.9% | $5,439+1.6% |
| Admin fee / account holder | $4,042 | $16,852-76.0% | $13,880-70.9% | $10,885-62.9% |