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 | $92,657 | $159,901-42.1% | $146,958-36.9% | $145,922-36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.31% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,816 | $5,286-65.7% | $4,933-63.2% | $4,660-61.0% |
| Participant deferral / active EE | $2,650 | $8,428-68.6% | $8,070-67.2% | $6,688-60.4% |
| Admin fee / account holder | $1,475 | $15,044-90.2% | $12,998-88.7% | $13,397-89.0% |