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 | $75,367 | $165,912-54.6% | $122,332-38.4% | $147,584-48.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.49% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,392 | $5,754-41.1% | $4,050-16.3% | $4,876-30.4% |
| Participant deferral / active EE | $2,383 | $4,005-40.5% | $3,287-27.5% | $5,439-56.2% |
| Admin fee / account holder | $1,617 | $7,424-78.2% | $5,478-70.5% | $10,885-85.1% |