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 | $73,408 | $109,327-32.9% | $89,391-17.9% | $158,922-53.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.01% | 345.68%-331.7pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,533 | $3,170-51.7% | $2,586-40.7% | $4,761-67.8% |
| Participant deferral / active EE | $5,688 | $4,598+23.7% | $3,890+46.2% | $5,982-4.9% |
| Admin fee / account holder | $991 | $6,153-83.9% | $4,881-79.7% | $11,246-91.2% |