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 | $64,310 | $148,534-56.7% | $135,903-52.7% | $139,434-53.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.70% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,976 | $5,243-62.3% | $4,856-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $7,612 | $8,100-6.0% | $7,758-1.9% | $6,710+13.4% |
| Admin fee / account holder | $11,376 | $12,400-8.3% | $10,762+5.7% | $11,403-0.2% |