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 | $76,673 | $115,770-33.8% | $101,248-24.3% | $158,922-51.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.42% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,714 | $4,175-58.9% | $3,660-53.2% | $4,761-64.0% |
| Participant deferral / active EE | $3,016 | $4,957-39.2% | $4,370-31.0% | $5,982-49.6% |
| Admin fee / account holder | $10,278 | $7,245+41.9% | $5,945+72.9% | $11,246-8.6% |