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 | $28,454 | $202,432-85.9% | $169,368-83.2% | $139,434-79.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.21% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,957 | $4,692-37.0% | $4,013-26.3% | $4,751-37.8% |
| Participant deferral / active EE | $2,431 | $6,938-65.0% | $6,221-60.9% | $6,710-63.8% |
| Admin fee / account holder | $6,295 | $10,708-41.2% | $9,003-30.1% | $11,403-44.8% |