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 | $115,680 | $183,519-37.0% | $155,509-25.6% | $145,922-20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,294 | $5,313-56.8% | $4,672-50.9% | $4,660-50.8% |
| Participant deferral / active EE | $6,092 | $6,462-5.7% | $5,626+8.3% | $6,688-8.9% |
| Admin fee / account holder | $5,042 | $19,313-73.9% | $15,912-68.3% | $13,397-62.4% |