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 | $79,923 | $198,466-59.7% | $170,442-53.1% | $147,584-45.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.95% | 257.29%-237.3pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,658 | $6,184-40.8% | $5,433-32.7% | $4,876-25.0% |
| Participant deferral / active EE | $4,102 | $5,629-27.1% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $917 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |