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 | $108,794 | $209,411-48.0% | $178,490-39.0% | $158,922-31.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.33% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,222 | $5,706-61.1% | $5,011-55.7% | $4,761-53.3% |
| Participant deferral / active EE | $7,129 | $5,954+19.7% | $5,202+37.1% | $5,982+19.2% |
| Admin fee / account holder | $1,343 | $17,074-92.1% | $13,984-90.4% | $11,246-88.1% |