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 | $55,112 | $180,449-69.5% | $154,107-64.2% | $135,375-59.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.23% | 888.09%-878.9pp | 735.12%-725.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,742 | $6,035-54.6% | $5,298-48.2% | $4,779-42.6% |
| Participant deferral / active EE | $2,129 | $5,806-63.3% | $5,081-58.1% | $5,609-62.0% |
| Admin fee / account holder | $2,115 | $16,143-86.9% | $13,411-84.2% | $10,827-80.5% |