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 | $28,729 | $183,519-84.3% | $155,509-81.5% | $145,922-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,523 | $5,313-71.3% | $4,672-67.4% | $4,660-67.3% |
| Participant deferral / active EE | $5,092 | $6,462-21.2% | $5,626-9.5% | $6,688-23.9% |
| Admin fee / account holder | $544 | $19,313-97.2% | $15,912-96.6% | $13,397-95.9% |