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 | $120,119 | $198,466-39.5% | $170,442-29.5% | $147,584-18.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.07% | 257.29%-248.2pp | 205.93%-196.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $12,920 | $6,184+108.9% | $5,433+137.8% | $4,876+165.0% |
| Participant deferral / active EE | $10,293 | $5,629+82.8% | $4,939+108.4% | $5,439+89.3% |
| Admin fee / account holder | $5,685 | $16,852-66.3% | $13,880-59.0% | $10,885-47.8% |