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 | $72,688 | $173,345-58.1% | $136,007-46.6% | $145,922-50.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 1163.32%-1152.8pp | 579.32%-568.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,224 | $5,278-57.9% | $4,217-47.3% | $4,660-52.3% |
| Participant deferral / active EE | $6,449 | $8,699-25.9% | $7,025-8.2% | $6,688-3.6% |
| Admin fee / account holder | $2,659 | $9,954-73.3% | $6,858-61.2% | $13,397-80.1% |