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 | $67,636 | $81,632-17.1% | $70,449-4.0% | $158,922-57.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.58% | 208.40%-200.8pp | 109.03%-101.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,363 | $3,217-26.6% | $2,737-13.7% | $4,761-50.4% |
| Participant deferral / active EE | $5,804 | $4,554+27.4% | $3,709+56.5% | $5,982-3.0% |
| Admin fee / account holder | $4,956 | $6,193-20.0% | $3,845+28.9% | $11,246-55.9% |