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 | $48,563 | $198,466-75.5% | $170,442-71.5% | $147,584-67.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.23% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,285 | $6,184-46.9% | $5,433-39.5% | $4,876-32.6% |
| Participant deferral / active EE | $5,616 | $5,629-0.2% | $4,939+13.7% | $5,439+3.3% |
| Admin fee / account holder | $2,087 | $16,852-87.6% | $13,880-85.0% | $10,885-80.8% |