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 | $81,235 | $197,591-58.9% | $177,821-54.3% | $158,922-48.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.46% | 58.76%-38.3pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,516 | $6,697-62.4% | $5,918-57.5% | $4,761-47.2% |
| Participant deferral / active EE | $4,979 | $8,405-40.8% | $7,714-35.5% | $5,982-16.8% |
| Admin fee / account holder | $1,188 | $15,399-92.3% | $12,427-90.4% | $11,246-89.4% |