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 | $84,681 | $111,814-24.3% | $103,374-18.1% | $145,959-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.53% | 24.77%-13.2pp | 24.89%-13.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $4,834 | $4,214+14.7% | $3,869+24.9% | $4,661+3.7% |
| Participant deferral / active EE | $7,328 | $5,618+30.4% | $5,058+44.9% | $6,689+9.6% |
| Admin fee / account holder | $26,642 | $9,754+173.1% | $8,394+217.4% | $13,398+98.9% |