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 | $94,786 | $210,698-55.0% | $178,014-46.8% | $145,959-35.1% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 10.15% | 386.27%-376.1pp | 294.80%-284.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,255 | $4,567-28.7% | $3,950-17.6% | $4,661-30.2% |
| Participant deferral / active EE | $9,485 | $6,958+36.3% | $6,276+51.1% | $6,689+41.8% |
| Admin fee / account holder | $17,986 | $12,016+49.7% | $10,362+73.6% | $13,398+34.2% |