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 | $73,044 | $168,632-56.7% | $147,614-50.5% | $125,391-41.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.32% | 77.65%-70.3pp | 61.98%-54.7pp | 282.22%-274.9pp |
| Employer contribution / active EE | $2,521 | $6,252-59.7% | $5,564-54.7% | $4,866-48.2% |
| Participant deferral / active EE | $3,766 | $5,507-31.6% | $4,895-23.1% | $5,352-29.6% |
| Admin fee / account holder | $714 | $13,580-94.7% | $11,611-93.8% | $9,540-92.5% |