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 | $47,481 | $155,788-69.5% | $124,672-61.9% | $167,490-71.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.96% | 17.97%-2.0pp | 5142.93%-5127.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,823 | $4,163-8.2% | $3,324+15.0% | $4,837-21.0% |
| Participant deferral / active EE | $4,172 | $5,673-26.5% | $4,614-9.6% | $6,341-34.2% |
| Admin fee / account holder | $2,090 | $9,531-78.1% | $7,493-72.1% | $12,309-83.0% |