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 | $89,935 | $198,466-54.7% | $170,442-47.2% | $147,584-39.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.84% | 257.29%-244.5pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,573 | $6,184-58.4% | $5,433-52.6% | $4,876-47.2% |
| Participant deferral / active EE | $6,067 | $5,629+7.8% | $4,939+22.8% | $5,439+11.5% |
| Admin fee / account holder | $7,830 | $16,852-53.5% | $13,880-43.6% | $10,885-28.1% |