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 | $50,525 | $115,770-56.4% | $101,248-50.1% | $158,922-68.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.08% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,136 | $4,175+23.0% | $3,660+40.3% | $4,761+7.9% |
| Participant deferral / active EE | $6,446 | $4,957+30.0% | $4,370+47.5% | $5,982+7.8% |
| Admin fee / account holder | $10,525 | $7,245+45.3% | $5,945+77.0% | $11,246-6.4% |