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 | $92,936 | $156,846-40.7% | $121,098-23.3% | $139,434-33.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 1474.56%-1463.7pp | 985.75%-974.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $4,426 | $5,536-20.1% | $4,164+6.3% | $4,751-6.8% |
| Participant deferral / active EE | $5,188 | $4,844+7.1% | $4,080+27.2% | $6,710-22.7% |
| Admin fee / account holder | $4,955 | $6,946-28.7% | $5,644-12.2% | $11,403-56.5% |