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 | $90,315 | $115,770-22.0% | $101,248-10.8% | $158,922-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.27% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,873 | $4,175-31.2% | $3,660-21.5% | $4,761-39.7% |
| Participant deferral / active EE | $8,157 | $4,957+64.5% | $4,370+86.7% | $5,982+36.4% |
| Admin fee / account holder | $11,236 | $7,245+55.1% | $5,945+89.0% | $11,246-0.1% |