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 | $62,214 | $202,432-69.3% | $169,368-63.3% | $139,434-55.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.93% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,907 | $4,692-59.4% | $4,013-52.5% | $4,751-59.9% |
| Participant deferral / active EE | $4,456 | $6,938-35.8% | $6,221-28.4% | $6,710-33.6% |
| Admin fee / account holder | $1,871 | $10,708-82.5% | $9,003-79.2% | $11,403-83.6% |