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 | $72,387 | $105,126-31.1% | $94,646-23.5% | $139,434-48.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,969 | $4,106-27.7% | $3,672-19.1% | $4,751-37.5% |
| Participant deferral / active EE | $9,746 | $7,599+28.2% | $7,418+31.4% | $6,710+45.2% |
| Admin fee / account holder | $1,781 | $8,984-80.2% | $7,231-75.4% | $11,403-84.4% |