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 | $36,547 | $198,466-81.6% | $170,442-78.6% | $147,584-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.62% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,863 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $2,281 | $5,629-59.5% | $4,939-53.8% | $5,439-58.1% |
| Admin fee / account holder | $309 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |