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 | $83,906 | $217,402-61.4% | $185,823-54.8% | $167,490-49.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.83% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $8,151 | $5,873+38.8% | $5,167+57.7% | $4,837+68.5% |
| Participant deferral / active EE | $4,454 | $6,356-29.9% | $5,568-20.0% | $6,341-29.8% |
| Admin fee / account holder | $1,270 | $19,811-93.6% | $16,237-92.2% | $12,309-89.7% |