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 | $55,485 | $198,466-72.0% | $170,442-67.4% | $147,584-62.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.85% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $6,404 | $6,184+3.6% | $5,433+17.9% | $4,876+31.3% |
| Participant deferral / active EE | $2,366 | $5,629-58.0% | $4,939-52.1% | $5,439-56.5% |
| Admin fee / account holder | $746 | $16,852-95.6% | $13,880-94.6% | $10,885-93.2% |