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 | $76,215 | $202,432-62.4% | $169,368-55.0% | $139,434-45.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.65% | 531.74%-512.1pp | 405.60%-386.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,738 | $4,692-41.6% | $4,013-31.8% | $4,751-42.4% |
| Participant deferral / active EE | $2,328 | $6,938-66.4% | $6,221-62.6% | $6,710-65.3% |
| Admin fee / account holder | $462 | $10,708-95.7% | $9,003-94.9% | $11,403-95.9% |