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 | $24,163 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.51% | 65.07%-28.6pp | 58.88%-22.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $3,405 | $4,810-29.2% | $4,305-20.9% | $4,299-20.8% |
| Participant deferral / active EE | $2,493 | $6,272-60.2% | $5,540-55.0% | $6,507-61.7% |
| Admin fee / account holder | $1,142 | $16,786-93.2% | $14,329-92.0% | $12,624-91.0% |