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 | $80,650 | $197,825-59.2% | $155,790-48.2% | $125,391-35.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 5.17% | 86.74%-81.6pp | 71.54%-66.4pp | 282.22%-277.1pp |
| Employer contribution / active EE | $4,326 | $4,847-10.7% | $3,836+12.8% | $4,866-11.1% |
| Participant deferral / active EE | $4,026 | $5,630-28.5% | $4,797-16.1% | $5,352-24.8% |
| Admin fee / account holder | $11,209 | $9,545+17.4% | $7,478+49.9% | $9,540+17.5% |