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 | $65,680 | $102,966-36.2% | $90,281-27.2% | $152,861-57.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.95% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,212 | $3,139-29.5% | $2,854-22.5% | $4,762-53.5% |
| Participant deferral / active EE | $2,224 | $4,281-48.1% | $3,885-42.8% | $5,850-62.0% |
| Admin fee / account holder | $1,728 | $6,171-72.0% | $5,351-67.7% | $11,596-85.1% |