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 | $58,405 | $209,411-72.1% | $178,490-67.3% | $158,922-63.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.70% | 188.75%-166.0pp | 151.07%-128.4pp | 302.83%-280.1pp |
| Employer contribution / active EE | $6,505 | $5,706+14.0% | $5,011+29.8% | $4,761+36.6% |
| Participant deferral / active EE | $3,395 | $5,954-43.0% | $5,202-34.7% | $5,982-43.2% |
| Admin fee / account holder | $857 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |