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 | $90,150 | $198,466-54.6% | $170,442-47.1% | $147,584-38.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.55% | 257.29%-242.7pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,957 | $6,184-36.0% | $5,433-27.2% | $4,876-18.9% |
| Participant deferral / active EE | $5,134 | $5,629-8.8% | $4,939+3.9% | $5,439-5.6% |
| Admin fee / account holder | $2,500 | $16,852-85.2% | $13,880-82.0% | $10,885-77.0% |