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 | $102,826 | $183,963-44.1% | $162,163-36.6% | $152,861-32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.34% | 150.76%-125.4pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,349 | $6,371-31.7% | $5,614-22.5% | $4,762-8.7% |
| Participant deferral / active EE | $6,951 | $8,034-13.5% | $7,298-4.8% | $5,850+18.8% |
| Admin fee / account holder | $833 | $13,121-93.6% | $10,843-92.3% | $11,596-92.8% |