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 | $84,069 | $165,984-49.4% | $164,813-49.0% | $145,922-42.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.01% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,551 | $5,273-32.6% | $4,341-18.2% | $4,660-23.8% |
| Participant deferral / active EE | $4,327 | $6,959-37.8% | $6,031-28.3% | $6,688-35.3% |
| Admin fee / account holder | $11,114 | $16,648-33.2% | $12,690-12.4% | $13,397-17.0% |