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 | $84,412 | $232,540-63.7% | $185,117-54.4% | $147,584-42.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.09% | 43.03%-30.9pp | 40.50%-28.4pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,173 | $5,195-38.9% | $4,182-24.1% | $4,876-34.9% |
| Participant deferral / active EE | $15,676 | $5,834+168.7% | $5,045+210.7% | $5,439+188.2% |
| Admin fee / account holder | $10,179 | $10,275-0.9% | $8,159+24.8% | $10,885-6.5% |