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 | $34,372 | $202,432-83.0% | $169,368-79.7% | $139,434-75.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.11% | 531.74%-517.6pp | 405.60%-391.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,377 | $4,692-70.7% | $4,013-65.7% | $4,751-71.0% |
| Participant deferral / active EE | $3,213 | $6,938-53.7% | $6,221-48.4% | $6,710-52.1% |
| Admin fee / account holder | $6,709 | $10,708-37.3% | $9,003-25.5% | $11,403-41.2% |