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 | $50,171 | $180,449-72.2% | $154,107-67.4% | $135,375-62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.56% | 888.09%-883.5pp | 735.12%-730.6pp | 519.73%-515.2pp |
| Employer contribution / active EE | $5,398 | $6,035-10.6% | $5,298+1.9% | $4,779+13.0% |
| Participant deferral / active EE | $5,496 | $5,806-5.3% | $5,081+8.2% | $5,609-2.0% |
| Admin fee / account holder | $865 | $16,143-94.6% | $13,411-93.5% | $10,827-92.0% |