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 | $37,922 | $144,119-73.7% | $117,854-67.8% | $147,584-74.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.98% | 531.15%-514.2pp | 335.08%-318.1pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,385 | $4,896-30.9% | $3,786-10.6% | $4,876-30.6% |
| Participant deferral / active EE | $4,143 | $5,316-22.1% | $4,482-7.6% | $5,439-23.8% |
| Admin fee / account holder | $9,023 | $10,886-17.1% | $8,020+12.5% | $10,885-17.1% |