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 | $51,412 | $232,540-77.9% | $185,117-72.2% | $147,584-65.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.09% | 43.03%-28.9pp | 40.50%-26.4pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,511 | $5,195-13.2% | $4,182+7.9% | $4,876-7.5% |
| Participant deferral / active EE | $3,957 | $5,834-32.2% | $5,045-21.6% | $5,439-27.2% |
| Admin fee / account holder | $1,274 | $10,275-87.6% | $8,159-84.4% | $10,885-88.3% |