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 | $57,193 | $105,859-46.0% | $90,160-36.6% | $147,584-61.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.10% | 37.63%-26.5pp | 34.88%-23.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,910 | $4,126+19.0% | $3,318+48.0% | $4,876+0.7% |
| Participant deferral / active EE | $6,558 | $5,733+14.4% | $5,288+24.0% | $5,439+20.6% |
| Admin fee / account holder | $5,794 | $8,046-28.0% | $5,943-2.5% | $10,885-46.8% |