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 | $54,355 | $114,381-52.5% | $107,525-49.4% | $142,382-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.96% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,724 | $4,015-32.1% | $3,754-27.4% | $4,299-36.6% |
| Participant deferral / active EE | $8,051 | $5,564+44.7% | $5,116+57.4% | $6,507+23.7% |
| Admin fee / account holder | $980 | $9,860-90.1% | $8,919-89.0% | $12,624-92.2% |