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 | $54,134 | $138,065-60.8% | $123,544-56.2% | $135,375-60.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.85% | 153.68%-142.8pp | 119.20%-108.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $1,105 | $5,151-78.5% | $4,628-76.1% | $4,779-76.9% |
| Participant deferral / active EE | $6,230 | $6,799-8.4% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $5,454 | $10,916-50.0% | $9,284-41.3% | $10,827-49.6% |