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 | $85,576 | $176,377-51.5% | $134,143-36.2% | $158,922-46.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.32% | 63.63%-47.3pp | 36.33%-20.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,450 | $5,040+8.1% | $3,704+47.1% | $4,761+14.5% |
| Participant deferral / active EE | $11,632 | $4,091+184.3% | $3,499+232.5% | $5,982+94.4% |
| Admin fee / account holder | $586 | $8,718-93.3% | $6,684-91.2% | $11,246-94.8% |