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 | $88,496 | $144,119-38.6% | $117,854-24.9% | $147,584-40.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.02% | 531.15%-510.1pp | 335.08%-314.1pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,447 | $4,896-50.0% | $3,786-35.4% | $4,876-49.8% |
| Participant deferral / active EE | $5,565 | $5,316+4.7% | $4,482+24.2% | $5,439+2.3% |
| Admin fee / account holder | $2,113 | $10,886-80.6% | $8,020-73.6% | $10,885-80.6% |