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 | $98,560 | $183,519-46.3% | $155,509-36.6% | $145,922-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.47% | 61.17%-33.7pp | 64.67%-37.2pp | 561.29%-533.8pp |
| Employer contribution / active EE | $1,718 | $5,313-67.7% | $4,672-63.2% | $4,660-63.1% |
| Participant deferral / active EE | $9,223 | $6,462+42.7% | $5,626+63.9% | $6,688+37.9% |
| Admin fee / account holder | $17,386 | $19,313-10.0% | $15,912+9.3% | $13,397+29.8% |