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 | $59,346 | $198,466-70.1% | $170,442-65.2% | $147,584-59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.27% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,617 | $6,184-41.5% | $5,433-33.4% | $4,876-25.8% |
| Participant deferral / active EE | $3,054 | $5,629-45.7% | $4,939-38.2% | $5,439-43.8% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |