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 | $56,575 | $198,466-71.5% | $170,442-66.8% | $147,584-61.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.25% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,573 | $6,184-9.9% | $5,433+2.6% | $4,876+14.3% |
| Participant deferral / active EE | $4,439 | $5,629-21.2% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $352 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |