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 | $67,307 | $152,587-55.9% | $125,175-46.2% | $152,861-56.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.46% | 54.84%-36.4pp | 43.79%-25.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,094 | $4,946-37.4% | $3,865-20.0% | $4,762-35.0% |
| Participant deferral / active EE | $12,711 | $5,868+116.6% | $4,937+157.5% | $5,850+117.3% |
| Admin fee / account holder | $12,505 | $13,434-6.9% | $9,702+28.9% | $11,596+7.8% |