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 | $75,100 | $198,466-62.2% | $170,442-55.9% | $147,584-49.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.19% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,056 | $6,184-66.8% | $5,433-62.2% | $4,876-57.8% |
| Participant deferral / active EE | $5,227 | $5,629-7.2% | $4,939+5.8% | $5,439-3.9% |
| Admin fee / account holder | $3,378 | $16,852-80.0% | $13,880-75.7% | $10,885-69.0% |