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 | $118,758 | $183,963-35.4% | $162,163-26.8% | $152,861-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.02% | 150.76%-129.7pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,283 | $6,371-64.2% | $5,614-59.3% | $4,762-52.1% |
| Participant deferral / active EE | $4,215 | $8,034-47.5% | $7,298-42.3% | $5,850-28.0% |
| Admin fee / account holder | $1,322 | $13,121-89.9% | $10,843-87.8% | $11,596-88.6% |