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 | $22,764 | $121,625-81.3% | $104,607-78.2% | $158,922-85.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.89% | 465.26%-452.4pp | 340.46%-327.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,527 | $3,163+11.5% | $2,681+31.6% | $4,761-25.9% |
| Participant deferral / active EE | $2,972 | $4,177-28.9% | $3,740-20.5% | $5,982-50.3% |
| Admin fee / account holder | $478 | $7,787-93.9% | $6,473-92.6% | $11,246-95.7% |