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 | $72,506 | $183,963-60.6% | $162,163-55.3% | $152,861-52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.45% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,888 | $6,371-70.4% | $5,614-66.4% | $4,762-60.4% |
| Participant deferral / active EE | $3,582 | $8,034-55.4% | $7,298-50.9% | $5,850-38.8% |
| Admin fee / account holder | $2,392 | $13,121-81.8% | $10,843-77.9% | $11,596-79.4% |