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 | $88,312 | $165,335-46.6% | $149,696-41.0% | $158,922-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.06% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,910 | $5,103-43.0% | $4,644-37.3% | $4,761-38.9% |
| Participant deferral / active EE | $15,168 | $7,181+111.2% | $6,842+121.7% | $5,982+153.5% |
| Admin fee / account holder | $550 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |