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 | $40,594 | $198,466-79.5% | $170,442-76.2% | $147,584-72.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.75% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,127 | $6,184-33.3% | $5,433-24.0% | $4,876-15.4% |
| Participant deferral / active EE | $6,249 | $5,629+11.0% | $4,939+26.5% | $5,439+14.9% |
| Admin fee / account holder | $4,900 | $16,852-70.9% | $13,880-64.7% | $10,885-55.0% |