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 | $60,492 | $198,466-69.5% | $170,442-64.5% | $147,584-59.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.70% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,119 | $6,184-49.6% | $5,433-42.6% | $4,876-36.0% |
| Participant deferral / active EE | $5,716 | $5,629+1.5% | $4,939+15.7% | $5,439+5.1% |
| Admin fee / account holder | $433 | $16,852-97.4% | $13,880-96.9% | $10,885-96.0% |