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 | $69,797 | $114,381-39.0% | $107,525-35.1% | $142,382-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.98% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,449 | $4,015-63.9% | $3,754-61.4% | $4,299-66.3% |
| Participant deferral / active EE | $7,343 | $5,564+32.0% | $5,116+43.5% | $6,507+12.8% |
| Admin fee / account holder | $5,225 | $9,860-47.0% | $8,919-41.4% | $12,624-58.6% |