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 | $45,830 | $176,056-74.0% | $159,436-71.3% | $167,490-72.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,766 | $5,297-66.7% | $4,829-63.4% | $4,837-63.5% |
| Participant deferral / active EE | $11,657 | $7,750+50.4% | $7,352+58.6% | $6,341+83.8% |
| Admin fee / account holder | $5,010 | $12,554-60.1% | $10,799-53.6% | $12,309-59.3% |