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 | $60,087 | $159,934-62.4% | $147,005-59.1% | $145,959-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $6,920 | $5,287+30.9% | $4,934+40.2% | $4,661+48.5% |
| Participant deferral / active EE | $12,342 | $8,427+46.5% | $8,070+52.9% | $6,689+84.5% |
| Admin fee / account holder | $4,136 | $15,053-72.5% | $13,006-68.2% | $13,398-69.1% |