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 | $52,946 | $175,202-69.8% | $149,673-64.6% | $139,434-62.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 166.71%-153.6pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,127 | $5,474-24.6% | $4,818-14.3% | $4,751-13.1% |
| Participant deferral / active EE | $3,615 | $6,519-44.5% | $5,680-36.4% | $6,710-46.1% |
| Admin fee / account holder | $4,145 | $16,150-74.3% | $13,210-68.6% | $11,403-63.7% |