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 3-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 | $35,223 | $210,698-83.3% | $178,014-80.2% | $145,959-75.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.35% | 386.27%-377.9pp | 294.80%-286.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,600 | $4,567-21.2% | $3,950-8.9% | $4,661-22.8% |
| Participant deferral / active EE | $4,800 | $6,958-31.0% | $6,276-23.5% | $6,689-28.2% |
| Admin fee / account holder | $1,494 | $12,016-87.6% | $10,362-85.6% | $13,398-88.9% |