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 | $72,287 | $165,335-56.3% | $149,696-51.7% | $158,922-54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.33% | 348.15%-338.8pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $6,810 | $5,103+33.5% | $4,644+46.6% | $4,761+43.0% |
| Participant deferral / active EE | $37,020 | $7,181+415.5% | $6,842+441.1% | $5,982+518.8% |
| Admin fee / account holder | $20,695 | $10,807+91.5% | $9,309+122.3% | $11,246+84.0% |