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 | $83,814 | $210,648-60.2% | $177,989-52.9% | $145,922-42.6% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 10.57% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,609 | $4,565+1.0% | $3,949+16.7% | $4,660-1.1% |
| Participant deferral / active EE | $5,102 | $6,958-26.7% | $6,276-18.7% | $6,688-23.7% |
| Admin fee / account holder | $890 | $12,013-92.6% | $10,363-91.4% | $13,397-93.4% |