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 | $108,074 | $202,432-46.6% | $169,368-36.2% | $139,434-22.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.84% | 531.74%-513.9pp | 405.60%-387.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $5,000 | $4,692+6.6% | $4,013+24.6% | $4,751+5.2% |
| Participant deferral / active EE | $7,371 | $6,938+6.2% | $6,221+18.5% | $6,710+9.8% |
| Admin fee / account holder | $2,877 | $10,708-73.1% | $9,003-68.0% | $11,403-74.8% |