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 | $44,473 | $144,119-69.1% | $117,854-62.3% | $147,584-69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.10% | 531.15%-516.0pp | 335.08%-320.0pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,886 | $4,896-41.1% | $3,786-23.8% | $4,876-40.8% |
| Participant deferral / active EE | $3,733 | $5,316-29.8% | $4,482-16.7% | $5,439-31.4% |
| Admin fee / account holder | $3,310 | $10,886-69.6% | $8,020-58.7% | $10,885-69.6% |