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 | $83,040 | $105,181-21.1% | $159,436-47.9% | $85,850-3.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.47% | 45.07%-21.6pp | 263.57%-240.1pp | 318.53%-295.1pp |
| Employer contribution / active EE | $3,077 | $3,318-7.3% | $4,829-36.3% | $2,565+20.0% |
| Participant deferral / active EE | $3,396 | $5,945-42.9% | $7,352-53.8% | $3,952-14.1% |
| Admin fee / account holder | $2,045 | $6,933-70.5% | $10,799-81.1% | $6,260-67.3% |