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 | $84,672 | $157,256-46.2% | $141,162-40.0% | $152,861-44.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.56% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,378 | $5,261-35.8% | $4,735-28.7% | $4,762-29.1% |
| Participant deferral / active EE | $19,227 | $7,109+170.4% | $6,709+186.6% | $5,850+228.7% |
| Admin fee / account holder | $14,177 | $12,120+17.0% | $10,261+38.2% | $11,596+22.3% |