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 | $39,900 | $144,119-72.3% | $117,854-66.1% | $147,584-73.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.38% | 531.15%-518.8pp | 335.08%-322.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,331 | $4,896-32.0% | $3,786-12.0% | $4,876-31.7% |
| Participant deferral / active EE | $8,664 | $5,316+63.0% | $4,482+93.3% | $5,439+59.3% |
| Admin fee / account holder | $4,453 | $10,886-59.1% | $8,020-44.5% | $10,885-59.1% |