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 | $56,335 | $198,466-71.6% | $170,442-66.9% | $147,584-61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.26% | 257.29%-230.0pp | 205.93%-178.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,746 | $6,184-71.8% | $5,433-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $3,985 | $5,629-29.2% | $4,939-19.3% | $5,439-26.7% |
| Admin fee / account holder | $6,452 | $16,852-61.7% | $13,880-53.5% | $10,885-40.7% |