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 | $64,560 | $176,056-63.3% | $159,436-59.5% | $167,490-61.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.81% | 331.75%-320.9pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,626 | $5,297-50.4% | $4,829-45.6% | $4,837-45.7% |
| Participant deferral / active EE | $10,291 | $7,750+32.8% | $7,352+40.0% | $6,341+62.3% |
| Admin fee / account holder | $323 | $12,554-97.4% | $10,799-97.0% | $12,309-97.4% |