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 | $47,678 | $183,963-74.1% | $162,163-70.6% | $152,861-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.33% | 150.76%-126.4pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,513 | $6,371-60.6% | $5,614-55.2% | $4,762-47.2% |
| Participant deferral / active EE | $4,072 | $8,034-49.3% | $7,298-44.2% | $5,850-30.4% |
| Admin fee / account holder | $1,253 | $13,121-90.5% | $10,843-88.4% | $11,596-89.2% |