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 | $78,645 | $115,770-32.1% | $101,248-22.3% | $158,922-50.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.66% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,853 | $4,175-55.6% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $3,535 | $4,957-28.7% | $4,370-19.1% | $5,982-40.9% |
| Admin fee / account holder | $6,489 | $7,245-10.4% | $5,945+9.1% | $11,246-42.3% |