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 | $22,101 | $210,648-89.5% | $177,989-87.6% | $145,922-84.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.44% | 385.86%-359.4pp | 294.48%-268.0pp | 561.29%-534.8pp |
| Employer contribution / active EE | $2,307 | $4,565-49.5% | $3,949-41.6% | $4,660-50.5% |
| Participant deferral / active EE | $4,720 | $6,958-32.2% | $6,276-24.8% | $6,688-29.4% |
| Admin fee / account holder | $523 | $12,013-95.6% | $10,363-95.0% | $13,397-96.1% |