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 | $68,964 | $99,652-30.8% | $78,778-12.5% | $147,584-53.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.06% | 47.28%-31.2pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,035 | $2,796-63.0% | $1,986-47.9% | $4,876-78.8% |
| Participant deferral / active EE | $4,144 | $3,664+13.1% | $2,958+40.1% | $5,439-23.8% |
| Admin fee / account holder | $3,460 | $7,155-51.6% | $5,134-32.6% | $10,885-68.2% |