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 | $55,158 | $226,064-75.6% | $182,532-69.8% | $152,861-63.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.48% | 192.51%-169.0pp | 148.54%-125.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,446 | $4,978-50.9% | $4,076-40.0% | $4,762-48.6% |
| Participant deferral / active EE | $3,311 | $6,368-48.0% | $5,524-40.1% | $5,850-43.4% |
| Admin fee / account holder | $8,887 | $10,703-17.0% | $8,592+3.4% | $11,596-23.4% |