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 | $46,431 | $144,119-67.8% | $117,854-60.6% | $147,584-68.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.20% | 531.15%-518.9pp | 335.08%-322.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,341 | $4,896-72.6% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $3,751 | $5,316-29.4% | $4,482-16.3% | $5,439-31.0% |
| Admin fee / account holder | $5,918 | $10,886-45.6% | $8,020-26.2% | $10,885-45.6% |