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 | $71,866 | $198,466-63.8% | $170,442-57.8% | $147,584-51.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.75% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,958 | $6,184-68.3% | $5,433-64.0% | $4,876-59.8% |
| Participant deferral / active EE | $4,455 | $5,629-20.9% | $4,939-9.8% | $5,439-18.1% |
| Admin fee / account holder | $391 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |