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 | $34,839 | $226,064-84.6% | $182,532-80.9% | $152,861-77.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.62% | 192.51%-169.9pp | 148.54%-125.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,764 | $4,978-24.4% | $4,076-7.7% | $4,762-21.0% |
| Participant deferral / active EE | $3,764 | $6,368-40.9% | $5,524-31.9% | $5,850-35.7% |
| Admin fee / account holder | $440 | $10,703-95.9% | $8,592-94.9% | $11,596-96.2% |