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 | $140,271 | $209,411-33.0% | $178,490-21.4% | $158,922-11.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.31% | 188.75%-170.4pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,119 | $5,706-62.9% | $5,011-57.7% | $4,761-55.5% |
| Participant deferral / active EE | $3,759 | $5,954-36.9% | $5,202-27.7% | $5,982-37.2% |
| Admin fee / account holder | $2,926 | $17,074-82.9% | $13,984-79.1% | $11,246-74.0% |