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 | $38,782 | $180,449-78.5% | $154,107-74.8% | $135,375-71.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.25% | 888.09%-877.8pp | 735.12%-724.9pp | 519.73%-509.5pp |
| Employer contribution / active EE | $9,023 | $6,035+49.5% | $5,298+70.3% | $4,779+88.8% |
| Participant deferral / active EE | $4,225 | $5,806-27.2% | $5,081-16.8% | $5,609-24.7% |
| Admin fee / account holder | $5,111 | $16,143-68.3% | $13,411-61.9% | $10,827-52.8% |