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 | $79,428 | $155,788-49.0% | $124,672-36.3% | $167,490-52.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.24% | 17.97%-3.7pp | 5142.93%-5128.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,655 | $4,163-36.2% | $3,324-20.1% | $4,837-45.1% |
| Participant deferral / active EE | $3,799 | $5,673-33.0% | $4,614-17.7% | $6,341-40.1% |
| Admin fee / account holder | $10,922 | $9,531+14.6% | $7,493+45.8% | $12,309-11.3% |