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 | $50,982 | $104,907-51.4% | $84,611-39.7% | $152,861-66.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.16% | 373.79%-357.6pp | 258.74%-242.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,570 | $3,302-22.2% | $2,652-3.1% | $4,762-46.0% |
| Participant deferral / active EE | $3,825 | $4,688-18.4% | $3,899-1.9% | $5,850-34.6% |
| Admin fee / account holder | $1,306 | $6,241-79.1% | $4,912-73.4% | $11,596-88.7% |