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 | $51,799 | $198,466-73.9% | $170,442-69.6% | $147,584-64.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.59% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $6,196 | $6,184+0.2% | $5,433+14.1% | $4,876+27.1% |
| Participant deferral / active EE | $4,540 | $5,629-19.4% | $4,939-8.1% | $5,439-16.5% |
| Admin fee / account holder | $5,376 | $16,852-68.1% | $13,880-61.3% | $10,885-50.6% |