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 | $43,087 | $149,040-71.1% | $120,225-64.2% | $137,256-68.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.97% | 605.68%-590.7pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,095 | $4,350-28.9% | $3,475-10.9% | $4,156-25.5% |
| Participant deferral / active EE | $5,438 | $4,655+16.8% | $3,999+36.0% | $6,407-15.1% |
| Admin fee / account holder | $1,028 | $6,348-83.8% | $5,696-82.0% | $12,270-91.6% |