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 | $60,086 | $198,466-69.7% | $170,442-64.7% | $147,584-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.26% | 257.29%-248.0pp | 205.93%-196.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,785 | $6,184-71.1% | $5,433-67.1% | $4,876-63.4% |
| Participant deferral / active EE | $3,132 | $5,629-44.4% | $4,939-36.6% | $5,439-42.4% |
| Admin fee / account holder | $1,423 | $16,852-91.6% | $13,880-89.7% | $10,885-86.9% |