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 | $46,384 | $84,149-44.9% | $76,080-39.0% | $167,490-72.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 11.08% | 54.99%-43.9pp | 42.50%-31.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,786 | $4,618-18.0% | $3,962-4.4% | $4,837-21.7% |
| Participant deferral / active EE | $5,477 | $5,796-5.5% | $4,905+11.7% | $6,341-13.6% |
| Admin fee / account holder | $1,241 | $6,410-80.6% | $4,883-74.6% | $12,309-89.9% |