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 | $90,916 | $226,064-59.8% | $182,532-50.2% | $152,861-40.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.17% | 192.51%-173.3pp | 148.54%-129.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,810 | $4,978-23.5% | $4,076-6.5% | $4,762-20.0% |
| Participant deferral / active EE | $16,920 | $6,368+165.7% | $5,524+206.3% | $5,850+189.2% |
| Admin fee / account holder | $19,731 | $10,703+84.3% | $8,592+129.6% | $11,596+70.1% |