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 | $86,021 | $176,056-51.1% | $159,436-46.0% | $167,490-48.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.84% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,831 | $5,297-46.6% | $4,829-41.4% | $4,837-41.5% |
| Participant deferral / active EE | $13,983 | $7,750+80.4% | $7,352+90.2% | $6,341+120.5% |
| Admin fee / account holder | $2,978 | $12,554-76.3% | $10,799-72.4% | $12,309-75.8% |