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 | $57,686 | $158,398-63.6% | $126,539-54.4% | $142,382-59.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.20% | 593.76%-575.6pp | 425.95%-407.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,401 | $4,650-48.4% | $3,674-34.7% | $4,299-44.2% |
| Participant deferral / active EE | $8,645 | $4,767+81.4% | $4,083+111.8% | $6,507+32.9% |
| Admin fee / account holder | $6,271 | $6,918-9.3% | $6,065+3.4% | $12,624-50.3% |