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 | $80,803 | $203,436-60.3% | $152,466-47.0% | $167,490-51.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.03% | 13.80%-2.8pp | 757.33%-746.3pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,784 | $5,220-65.8% | $4,327-58.8% | $4,837-63.1% |
| Participant deferral / active EE | $5,907 | $6,716-12.0% | $5,820+1.5% | $6,341-6.8% |
| Admin fee / account holder | $6,657 | $22,506-70.4% | $15,805-57.9% | $12,309-45.9% |