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 | $65,978 | $198,466-66.8% | $170,442-61.3% | $147,584-55.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.85% | 257.29%-236.4pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,127 | $6,184-49.4% | $5,433-42.4% | $4,876-35.9% |
| Participant deferral / active EE | $11,226 | $5,629+99.4% | $4,939+127.3% | $5,439+106.4% |
| Admin fee / account holder | $2,400 | $16,852-85.8% | $13,880-82.7% | $10,885-78.0% |