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 | $44,018 | $114,381-61.5% | $107,525-59.1% | $142,382-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,363 | $4,015-16.2% | $3,754-10.4% | $4,299-21.8% |
| Participant deferral / active EE | $5,196 | $5,564-6.6% | $5,116+1.6% | $6,507-20.1% |
| Admin fee / account holder | $438 | $9,860-95.6% | $8,919-95.1% | $12,624-96.5% |