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 4-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 | $38,159 | $176,056-78.3% | $159,436-76.1% | $167,490-77.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.02% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,841 | $5,297-65.3% | $4,829-61.9% | $4,837-62.0% |
| Participant deferral / active EE | $3,332 | $7,750-57.0% | $7,352-54.7% | $6,341-47.5% |
| Admin fee / account holder | $1,163 | $12,554-90.7% | $10,799-89.2% | $12,309-90.6% |