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 | $87,758 | $209,411-58.1% | $178,490-50.8% | $158,922-44.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.95% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,718 | $5,706-69.9% | $5,011-65.7% | $4,761-63.9% |
| Participant deferral / active EE | $6,664 | $5,954+11.9% | $5,202+28.1% | $5,982+11.4% |
| Admin fee / account holder | $2,160 | $17,074-87.4% | $13,984-84.6% | $11,246-80.8% |