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 | $86,642 | $155,788-44.4% | $124,672-30.5% | $167,490-48.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.54% | 17.97%-5.4pp | 5142.93%-5130.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,244 | $4,163-70.1% | $3,324-62.6% | $4,837-74.3% |
| Participant deferral / active EE | $2,354 | $5,673-58.5% | $4,614-49.0% | $6,341-62.9% |
| Admin fee / account holder | $659 | $9,531-93.1% | $7,493-91.2% | $12,309-94.6% |