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 | $81,483 | $176,056-53.7% | $159,436-48.9% | $167,490-51.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.01% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $6,828 | $5,297+28.9% | $4,829+41.4% | $4,837+41.2% |
| Participant deferral / active EE | $5,659 | $7,750-27.0% | $7,352-23.0% | $6,341-10.8% |
| Admin fee / account holder | $4,837 | $12,554-61.5% | $10,799-55.2% | $12,309-60.7% |