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 | $82,652 | $209,411-60.5% | $178,490-53.7% | $158,922-48.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.49% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,632 | $5,706-36.3% | $5,011-27.5% | $4,761-23.7% |
| Participant deferral / active EE | $4,540 | $5,954-23.7% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $356 | $17,074-97.9% | $13,984-97.5% | $11,246-96.8% |