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 | $115,675 | $155,788-25.7% | $124,672-7.2% | $167,490-30.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.54% | 17.97%-6.4pp | 5142.93%-5131.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,322 | $4,163-44.2% | $3,324-30.1% | $4,837-52.0% |
| Participant deferral / active EE | $7,050 | $5,673+24.3% | $4,614+52.8% | $6,341+11.2% |
| Admin fee / account holder | $13,669 | $9,531+43.4% | $7,493+82.4% | $12,309+11.0% |