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 | $41,942 | $175,202-76.1% | $149,673-72.0% | $139,434-69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,867 | $5,474-65.9% | $4,818-61.3% | $4,751-60.7% |
| Participant deferral / active EE | $2,668 | $6,519-59.1% | $5,680-53.0% | $6,710-60.2% |
| Admin fee / account holder | $1,071 | $16,150-93.4% | $13,210-91.9% | $11,403-90.6% |