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 | $35,896 | $198,466-81.9% | $170,442-78.9% | $147,584-75.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,415 | $6,184-77.1% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $3,352 | $5,629-40.5% | $4,939-32.1% | $5,439-38.4% |
| Admin fee / account holder | $523 | $16,852-96.9% | $13,880-96.2% | $10,885-95.2% |