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 | $78,530 | $105,126-25.3% | $94,646-17.0% | $139,434-43.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.42% | 38.03%-21.6pp | 156.71%-140.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,193 | $4,106+26.5% | $3,672+41.4% | $4,751+9.3% |
| Participant deferral / active EE | $5,070 | $7,599-33.3% | $7,418-31.7% | $6,710-24.4% |
| Admin fee / account holder | $3,778 | $8,984-57.9% | $7,231-47.7% | $11,403-66.9% |