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 | $69,275 | $209,411-66.9% | $178,490-61.2% | $158,922-56.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.20% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,802 | $5,706-33.4% | $5,011-24.1% | $4,761-20.1% |
| Participant deferral / active EE | $6,238 | $5,954+4.8% | $5,202+19.9% | $5,982+4.3% |
| Admin fee / account holder | $559 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |