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 | $72,352 | $112,881-35.9% | $90,951-20.4% | $158,922-54.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.64% | 215.79%-199.1pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,488 | $2,893-48.6% | $2,122-29.9% | $4,761-68.8% |
| Participant deferral / active EE | $5,401 | $4,128+30.9% | $3,373+60.1% | $5,982-9.7% |
| Admin fee / account holder | $507 | $8,041-93.7% | $5,959-91.5% | $11,246-95.5% |