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 | $79,435 | $210,698-62.3% | $178,014-55.4% | $145,959-45.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.54% | 386.27%-374.7pp | 294.80%-283.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,868 | $4,567-59.1% | $3,950-52.7% | $4,661-59.9% |
| Participant deferral / active EE | $3,919 | $6,958-43.7% | $6,276-37.6% | $6,689-41.4% |
| Admin fee / account holder | $1,422 | $12,016-88.2% | $10,362-86.3% | $13,398-89.4% |