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 | $77,965 | $198,466-60.7% | $170,442-54.3% | $147,584-47.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.60% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,670 | $6,184-73.0% | $5,433-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $3,635 | $5,629-35.4% | $4,939-26.4% | $5,439-33.2% |
| Admin fee / account holder | $3,371 | $16,852-80.0% | $13,880-75.7% | $10,885-69.0% |