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 | $86,576 | $157,256-44.9% | $141,162-38.7% | $152,861-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.22% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,381 | $5,261-73.8% | $4,735-70.8% | $4,762-71.0% |
| Participant deferral / active EE | $6,844 | $7,109-3.7% | $6,709+2.0% | $5,850+17.0% |
| Admin fee / account holder | $566 | $12,120-95.3% | $10,261-94.5% | $11,596-95.1% |