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 | $94,524 | $144,119-34.4% | $117,854-19.8% | $147,584-36.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.23% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,631 | $4,896-66.7% | $3,786-56.9% | $4,876-66.6% |
| Participant deferral / active EE | $4,707 | $5,316-11.5% | $4,482+5.0% | $5,439-13.5% |
| Admin fee / account holder | $9,307 | $10,886-14.5% | $8,020+16.0% | $10,885-14.5% |