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 | $87,923 | $202,318-56.5% | $172,739-49.1% | $152,861-42.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.71% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $1,289 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $3,036 | $5,948-49.0% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $21,102 | $17,109+23.3% | $13,954+51.2% | $11,596+82.0% |