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 | $93,635 | $209,411-55.3% | $178,490-47.5% | $158,922-41.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.49% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,657 | $5,706-71.0% | $5,011-66.9% | $4,761-65.2% |
| Participant deferral / active EE | $8,187 | $5,954+37.5% | $5,202+57.4% | $5,982+36.8% |
| Admin fee / account holder | $3,778 | $17,074-77.9% | $13,984-73.0% | $11,246-66.4% |