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 | $57,971 | $209,411-72.3% | $178,490-67.5% | $158,922-63.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.84% | 188.75%-156.9pp | 151.07%-119.2pp | 302.83%-271.0pp |
| Employer contribution / active EE | $5,625 | $5,706-1.4% | $5,011+12.3% | $4,761+18.2% |
| Participant deferral / active EE | $3,033 | $5,954-49.1% | $5,202-41.7% | $5,982-49.3% |
| Admin fee / account holder | $621 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |