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 | $103,092 | $168,632-38.9% | $147,614-30.2% | $125,391-17.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.11% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $6,559 | $6,252+4.9% | $5,564+17.9% | $4,866+34.8% |
| Participant deferral / active EE | $4,052 | $5,507-26.4% | $4,895-17.2% | $5,352-24.3% |
| Admin fee / account holder | $7,719 | $13,580-43.2% | $11,611-33.5% | $9,540-19.1% |