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 | $122,996 | $183,963-33.1% | $162,163-24.2% | $152,861-19.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.47% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $5,746 | $6,371-9.8% | $5,614+2.3% | $4,762+20.6% |
| Participant deferral / active EE | $9,198 | $8,034+14.5% | $7,298+26.0% | $5,850+57.2% |
| Admin fee / account holder | $32,869 | $13,121+150.5% | $10,843+203.1% | $11,596+183.4% |