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 | $58,348 | $176,056-66.9% | $159,436-63.4% | $167,490-65.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.77% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,035 | $5,297-42.7% | $4,829-37.2% | $4,837-37.3% |
| Participant deferral / active EE | $5,920 | $7,750-23.6% | $7,352-19.5% | $6,341-6.6% |
| Admin fee / account holder | $353 | $12,554-97.2% | $10,799-96.7% | $12,309-97.1% |