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 | $76,321 | $148,534-48.6% | $135,903-43.8% | $139,434-45.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.75% | 79.19%-54.4pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,210 | $5,243-0.6% | $4,856+7.3% | $4,751+9.7% |
| Participant deferral / active EE | $2,600 | $8,100-67.9% | $7,758-66.5% | $6,710-61.3% |
| Admin fee / account holder | $2,015 | $12,400-83.8% | $10,762-81.3% | $11,403-82.3% |