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 | $68,312 | $158,398-56.9% | $126,539-46.0% | $142,382-52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.22% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,988 | $4,650-35.7% | $3,674-18.7% | $4,299-30.5% |
| Participant deferral / active EE | $1,344 | $4,767-71.8% | $4,083-67.1% | $6,507-79.3% |
| Admin fee / account holder | $1,272 | $6,918-81.6% | $6,065-79.0% | $12,624-89.9% |