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 | $71,001 | $165,912-57.2% | $122,332-42.0% | $147,584-51.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.08% | 34.55%-16.5pp | 30.27%-12.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,435 | $5,754-40.3% | $4,050-15.2% | $4,876-29.6% |
| Participant deferral / active EE | $8,523 | $4,005+112.8% | $3,287+159.3% | $5,439+56.7% |
| Admin fee / account holder | $5,634 | $7,424-24.1% | $5,478+2.8% | $10,885-48.2% |