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 | $72,587 | $198,466-63.4% | $170,442-57.4% | $147,584-50.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.50% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,565 | $6,184-42.3% | $5,433-34.4% | $4,876-26.9% |
| Participant deferral / active EE | $6,443 | $5,629+14.4% | $4,939+30.4% | $5,439+18.5% |
| Admin fee / account holder | $843 | $16,852-95.0% | $13,880-93.9% | $10,885-92.3% |