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 | $36,942 | $157,256-76.5% | $141,162-73.8% | $152,861-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.73% | 64.32%-22.6pp | 71.39%-29.7pp | 345.32%-303.6pp |
| Employer contribution / active EE | $3,100 | $5,261-41.1% | $4,735-34.5% | $4,762-34.9% |
| Participant deferral / active EE | $4,322 | $7,109-39.2% | $6,709-35.6% | $5,850-26.1% |
| Admin fee / account holder | $2,564 | $12,120-78.8% | $10,261-75.0% | $11,596-77.9% |