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 | $106,542 | $209,411-49.1% | $178,490-40.3% | $158,922-33.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.16% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,026 | $5,706-29.4% | $5,011-19.6% | $4,761-15.4% |
| Participant deferral / active EE | $6,967 | $5,954+17.0% | $5,202+33.9% | $5,982+16.5% |
| Admin fee / account holder | $922 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |