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 | $67,818 | $95,416-28.9% | $185,823-63.5% | $85,850-21.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.14% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,888 | $3,314+77.7% | $5,167+14.0% | $2,565+129.6% |
| Participant deferral / active EE | $4,864 | $3,423+42.1% | $5,568-12.6% | $3,952+23.1% |
| Admin fee / account holder | $33,106 | $7,213+359.0% | $16,237+103.9% | $6,260+428.9% |