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 | $52,591 | $209,411-74.9% | $178,490-70.5% | $158,922-66.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.36% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,377 | $5,706-40.8% | $5,011-32.6% | $4,761-29.1% |
| Participant deferral / active EE | $5,216 | $5,954-12.4% | $5,202+0.3% | $5,982-12.8% |
| Admin fee / account holder | $4,274 | $17,074-75.0% | $13,984-69.4% | $11,246-62.0% |