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 | $87,878 | $152,587-42.4% | $125,175-29.8% | $152,861-42.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.41% | 54.84%-36.4pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $6,099 | $4,946+23.3% | $3,865+57.8% | $4,762+28.1% |
| Participant deferral / active EE | $13,252 | $5,868+125.8% | $4,937+168.4% | $5,850+126.5% |
| Admin fee / account holder | $1,831 | $13,434-86.4% | $9,702-81.1% | $11,596-84.2% |