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 | $52,029 | $166,020-68.7% | $164,866-68.4% | $145,959-64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,628 | $5,275-31.2% | $4,343-16.5% | $4,661-22.2% |
| Participant deferral / active EE | $12,841 | $6,961+84.5% | $6,033+112.9% | $6,689+92.0% |
| Admin fee / account holder | $1,092 | $16,644-93.4% | $12,689-91.4% | $13,398-91.8% |