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 | $50,801 | $159,602-68.2% | $150,045-66.1% | $142,382-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 116.32% | 70.24%+46.1pp | 62.55%+53.8pp | 217.08%-100.8pp |
| Employer contribution / active EE | $1,405 | $4,961-71.7% | $4,693-70.1% | $4,299-67.3% |
| Participant deferral / active EE | $5,180 | $8,310-37.7% | $7,997-35.2% | $6,507-20.4% |
| Admin fee / account holder | $824 | $14,846-94.4% | $13,435-93.9% | $12,624-93.5% |