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 | $83,490 | $217,402-61.6% | $185,823-55.1% | $167,490-50.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.91% | 148.36%-131.5pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,901 | $5,873-67.6% | $5,167-63.2% | $4,837-60.7% |
| Participant deferral / active EE | $5,783 | $6,356-9.0% | $5,568+3.9% | $6,341-8.8% |
| Admin fee / account holder | $11,504 | $19,811-41.9% | $16,237-29.1% | $12,309-6.5% |