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 | $61,344 | $124,319-50.7% | $111,297-44.9% | $167,490-63.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.69% | 37.44%-23.7pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,113 | $3,435-38.5% | $2,731-22.6% | $4,837-56.3% |
| Participant deferral / active EE | $10,642 | $5,180+105.4% | $4,487+137.2% | $6,341+67.8% |
| Admin fee / account holder | $15,430 | $10,618+45.3% | $7,964+93.7% | $12,309+25.4% |