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 | $108,519 | $157,256-31.0% | $141,162-23.1% | $152,861-29.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.96% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,300 | $5,261-75.3% | $4,735-72.5% | $4,762-72.7% |
| Participant deferral / active EE | $2,600 | $7,109-63.4% | $6,709-61.2% | $5,850-55.6% |
| Admin fee / account holder | $995 | $12,120-91.8% | $10,261-90.3% | $11,596-91.4% |