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 | $39,503 | $198,466-80.1% | $170,442-76.8% | $147,584-73.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.77% | 257.29%-222.5pp | 205.93%-171.2pp | 578.55%-543.8pp |
| Employer contribution / active EE | $4,294 | $6,184-30.6% | $5,433-21.0% | $4,876-12.0% |
| Participant deferral / active EE | $4,302 | $5,629-23.6% | $4,939-12.9% | $5,439-20.9% |
| Admin fee / account holder | $3,589 | $16,852-78.7% | $13,880-74.1% | $10,885-67.0% |