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 | $63,943 | $169,032-62.2% | $129,207-50.5% | $145,922-56.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.67% | 14330.11%-14318.4pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,256 | $5,537-77.3% | $4,153-69.8% | $4,660-73.1% |
| Participant deferral / active EE | $3,622 | $4,987-27.4% | $4,168-13.1% | $6,688-45.8% |
| Admin fee / account holder | $1,281 | $9,954-87.1% | $7,715-83.4% | $13,397-90.4% |