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 | $45,178 | $121,625-62.9% | $104,607-56.8% | $158,922-71.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.71% | 465.26%-454.5pp | 340.46%-329.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,229 | $3,163-61.1% | $2,681-54.2% | $4,761-74.2% |
| Participant deferral / active EE | $2,954 | $4,177-29.3% | $3,740-21.0% | $5,982-50.6% |
| Admin fee / account holder | $5,707 | $7,787-26.7% | $6,473-11.8% | $11,246-49.3% |